Paraplanner

GradBay; London; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

25 days annual leave plus bank holidays

Auto-enrolment pension scheme

Full support for CII qualifications

Group Private Medical Insurance

Death in Service cover

Discretionary bonus

Job summary

A financial planning firm in London is seeking a Paraplanner to provide essential support to its financial planning team. The ideal candidate will have significant experience in financial services and technical knowledge of financial planning. This role offers excellent opportunities for professional development and benefits including medical insurance and a generous annual leave policy.

Qualifications

• 3+ years' experience in financial services, 2 years as paraplanner.
• Strong technical knowledge including tax calculations.
• Organizational skills and ability to meet deadlines.

Responsibilities

• Provide technical and research support to the financial planning team.
• Prepare reports and compliant advice documents.
• Conduct technical calculations.

Skills

Experience within financial services

Technical knowledge of financial planning

Proficiency in MS Office

Attention to detail

Education

Level 4 qualified

Tools

Xplan

Voyant

Job description

An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.

Role & Responsibilities

As a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.

• Preparing reports, recommendation letters, and compliant advice documents
• Conducting technical calculations (Inheritance Tax, CGT, carry forward etc.)
• Creating and presenting cashflow models using Voyant software
• Supporting advisers with client meeting preparation and attending meetings where required
• Producing detailed file notes and identifying planning requirements for annual reviews
• Managing client paperwork, research, and provider communications
• Assisting with compliance documentation and peer reviewing reports
• Supporting trainee paraplanners and administrators, including client liaison and new business processing
• Participating in weekly adviser meetings and monthly team reviews
• Continuously developing knowledge via CPD and professional qualifications

Skills & Experience Required

• At least 3 years’ experience within financial services, with 2 years in a dedicated paraplanner role
• Level 4 qualified (or working towards)
• Experience working with HNW private clients preferred
• Strong technical knowledge of financial planning, including tax calculations and compliance
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and financial planning tools (Xplan, Voyant)
• Excellent organisational skills and ability to meet deadlines
• Strong attention to detail with a proactive, “can-do” approach
• Professional discretion and sensitivity when working with client information, including vulnerable clients
• 25 days annual leave plus bank holidays (increasing with service up to 30 days)
• Auto-enrolment pension scheme (3% employer, 5% employee)
• Full support towards CII qualifications and training
• Group Private Medical Insurance
• Death in Service cover
• Discretionary bonus (every 6 months)

Senioriry level

• Associate

Employment type

• Full-time

Job function

• Finance and Administrative

Location: London, England, United Kingdom