Paraplanner

Clayton Davies; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A respected financial planning firm in London is seeking an experienced Paraplanner to deliver high-quality advice to HNW clients. The ideal candidate will possess a Level 4 Diploma in Financial Planning, with responsibilities including supporting Financial Planners, client liaison, and compliance checks in a collaborative environment.

Qualifications

• Chartered or working towards Chartered status preferred.
• Solid experience in a paraplanning role within an IFA environment.
• Proficient in financial planning software (ideally Voyant).

Responsibilities

• Support Financial Planners with holistic financial advice.
• Conduct research and prepare suitability reports.
• Liaise with stakeholders for implementation of recommendations.

Skills

Detailed research and analysis

Client liaison

Understanding of pensions

Understanding of investments

Understanding of tax planning

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Job description

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Base pay range

Direct message the job poster from Clayton Davies

Director at Clayton Davies - 07515031496 / [e-mail]

Very competitive salary

Are you an experienced Paraplanner, ideally Chartered or working towards Chartered status, looking to join a highly respected and forward-thinking IFA firm in the heart of London?

Our client is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking a detail-oriented and technically strong Paraplanner to join their close-knit and professional team.

Key Responsibilities:

• Support the Financial Planners in delivering holistic financial advice across pensions, investments, tax planning, and protection
• Conduct detailed research and analysis to prepare compliant, accurate suitability reports
• Liaise with providers, clients, and other stakeholders to ensure efficient implementation of recommendations
• Maintain up-to-date knowledge of financial planning, legislation, and compliance standards
• Play a proactive role in client strategy meetings and case discussions

What We’re Looking For:

• Minimum of Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered status preferred or actively working towards
• Solid experience in a paraplanning role within an IFA environment
• Strong understanding of pensions, investments, and tax planning
• Proficient in using financial planning software (ideally Voyant)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Financial Services and Investment Management

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