Paraplanner

Additional Resources; Greater London; On-site; GBP 42,000 - 50,000; Full time

Job summary

A reputable financial services firm in Greater London is seeking a Senior Paraplanner to support advisers with technical analysis and research in financial planning. The role requires at least 4 years of experience in paraplanning and offers a competitive salary of up to GBP50,000, 25 days holiday, and a company pension scheme. This is a great opportunity to join a well-supported and trusted team.

Benefits

25 days holiday plus bank holidays

Company pension scheme

Annual discretionary bonus

Death in service cover

Free on-site parking

Qualifications

• 4+ years of experience in Paraplanning or similar roles.
• In-depth technical understanding of financial instruments.
• Ability to draft suitability reports for clients.

Responsibilities

• Review client documentation to extract planning requirements.
• Conduct detailed financial analysis and cashflow projections.
• Draft personalized reports and technical illustrations.

Skills

Financial analysis

Technical writing

Client interaction

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Tools

Intelliflo

Wrap platforms

Cashflow software

FE Analytics

Job description

An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.

As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to GBP50,000 and benefits.

You will be responsible for:

• Reviewing client documentation and adviser meeting notes to extract key planning requirements.
• Carrying out detailed financial analysis, including cashflow projections and investment reviews.
• Researching pensions, investments, protection and estate planning options.
• Drafting suitability reports tailored to clients' individual circumstances and goals.
• Preparing technical illustrations and disclosure documentation.
• Supporting advisers ahead of client meetings with accurate data and insights.
• Collaborating with the wider team to ensure timely case progression.
• Ensuring all advice and documentation remains compliant with current regulations.
• Maintaining contact with providers and contributing to investment discussions.

What we are looking for:

• Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
• At least 4 years experience in Paraplanning.
• Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
• Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
• In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.

What s on offer:

• Competitive salary
• 25 days holiday plus bank holidays
• Company pension scheme
• Annual discretionary bonus
• Death in service cover
• Free on-site parking

This is a great opportunity to join a well-supported and trusted team within a stable organisation.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.