Paraplanner

Recruit UK; Greater London; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Full study support

Ongoing CPD funding

Pension scheme

Private healthcare

Clear internal progression pathway

Job summary

A well-established financial planning practice is seeking a technically strong Paraplanner in London to support advisers in research, analysis, and report writing. Responsibilities include conducting fact-finding, researching financial products, and drafting suitability letters. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and at least 2 years in a technical Paraplanner role. The position offers potential for hybrid work after probation and a clear pathway for career progression.

Qualifications

• Minimum of 2 years in a technical Paraplanner position.
• Strong written communication and report writing skills.
• Able to manage deadlines and workloads effectively.

Responsibilities

• Conduct fact-finding and analyse client information.
• Research and compare financial products.
• Draft suitability letters and technical reports.

Skills

Technical knowledge of pensions

Investment planning

Taxation knowledge

Report writing skills

Attention to detail

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Certificate in Paraplanning

Tools

Cashflow modelling software

Voyant

CashCalc

Job description

A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes.

Your role will include, but not be limited to:

• Conduct fact-finding and analyse client information, including objectives and risk profiles
• Research and compare financial products across pensions, investments, and protection
• Build cashflow models and retirement forecasts using Voyant or CashCalc
• Draft suitability letters and technical reports in line with FCA guidance
• Prepare illustrations, provider packs, and key documents
• Support advisers in client review meetings
• Liaise with compliance to ensure all files are audit-ready
• Manage case progression and communicate directly with product providers
• Produce one-page summaries and client-facing documentation
• Maintain accurate client records and ensure compliance documentation is up to date

Skills and experience required:

• CII Level 4 Diploma in Regulated Financial Planning
• CII Certificate in Paraplanning or CISI recognised qualification advantageous
• Strong technical knowledge of pensions, investment planning, taxation, and FCA rules
• Previous experience using cashflow modelling softwareStrong written communication and report writing skills
• Minimum of 2 years in a technical Paraplanner position
• Able to manage deadlines and workloads effectively with precise attention to detail
• Full study support and ongoing CPD funding
• Pension scheme and private healthcare
• Office-based with potential hybrid day after probation
• Clear internal progression pathway to Senior Paraplanner or Adviser

Our commitment to you:

• Equality, diversity, and inclusion are promoted across all activity
• Every journey begins with a detailed conversation about you and your career goals
• Honest feedback on suitability and position in the market
• Access to a wide network across financial planning to source the right fit
• A mindful approach linked to career satisfaction, not only salary
• UK-wide coverage with local consultant support