Paraplanner

Lubbock Fine LLP; Greater London; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Smart Working with core hours 10am–4pm

Pension (salary sacrifice) 4–5%

Private Medical Insurance

Interest free season ticket loan

Enhanced parental leave

Job summary

Lubbock Fine Wealth Management is seeking a Paraplanner to support a diverse client base with tailored recommendations and comprehensive due diligence.

You will produce suitability reports, assist with product selection, and work with a team of professionals while developing your technical skills in a supportive environment.

Qualifications

• Two years' paraplanning experience in a similar firm.
• Diploma in Financial Planning Level 4.
• Experience liaising with all relevant stakeholders.
• Ability to work under pressure and on own initiative.
• Excellent IT and presentation skills.
• Enthusiasm, drive and determination with a can-do approach.
• Desire to develop and grow your career in a forward-thinking environment.

Responsibilities

• Produce suitability reports for clients.
• Support product selection and due diligence processes.
• Collaborate with advisers and professionals across the team.
• Develop technical skills and tailor work to strengths.
• Participate in social events and external networking.

Skills

Paraplanning experience

Stakeholder liaison

IT and presentation skills

Team collaboration

Ability to work under pressure

Initiative and drive

Career development mindset

Education

Diploma in Financial Planning Level 4

Tools

Microsoft Office Suite

Job description

Join our growing Wealth Management team as a Paraplanner and play a key role in delivering high-quality financial planning support to a diverse client base. Working alongside experienced advisers and fellow professionals, you'll help produce tailored recommendations, conduct research and due diligence, and contribute to the delivery of exceptional client service, while developing your technical expertise in a supportive and forward-thinking environment.

Our Wealth Management Team

Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Our team of expert financial advisers support clients at every stage of their lives. Through our holistic financial planning process, we help our clients to preserve their wealth for the future. We create financial planning solutions tailored to our clients' needs and objectives.

Job Description - Paraplanner

This is a permanent, full-time role covering the following:

• You will be exposed to a wide variety of work across an exciting and varied client base
• You will be responsible for producing suitability reports
• You will be responsible for product selection and due diligence
• You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
• You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking

We would love to hear from you if you have

• At least two years' experience as a Paraplanner, established within a similar firm
• Diploma in Financial Planning Level 4
• Experience liaising with all relevant stakeholders
• The ability to work under pressure and on own initiative
• Excellent IT and presentation skills
• Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
• The desire and ability to develop and grow your career in a forward-thinking and supportive environment

What we offer in return

• A competitive salary as well as a fully comprehensive range of benefits to include
• Smart Working with core hours from 10am to 4pm
• 4 or 5% pension (salary sacrifice)
• Private Medical insurance
• Interest free season ticket loan
• Enhanced Maternity, Paternity & Shared Parental Leave packages
• Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc
• Employee assistance programme
• Fresh fruit and snacks in the office every week
• Annual away day and Christmas party as well as numerous other socials
• Annual wellbeing calendar with free seminars, freebies, lunch & learns
• A supportive working environment where development and progression are actively encouraged!

About Lubbock Fine

Lubbock Fine is a 20 partner accountancy and tax advisory practice in the City of London and a founder member of the global Russell Bedford International network. We’re continuing to grow, with plans to reach around 200 professionals in 2026.

We work with clients across a wide range of sectors, offering our people strong exposure and opportunities to develop specialist knowledge. Our culture is friendly, flexible and development-focused, with Smart Working, wellbeing initiatives and transparent progression, including our ‘Path-to-Partner’ programme and secondment opportunities.