Paraplanner

New Yesterday

Paraplanner
Hybrid London, EC2R
Salary £40k - £50k pa + Benefits
Permanent, Full time early finish on Fridays
We are looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter.
You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals.
Responsibilities include:
Building detailed cashflow models using Voyant to bring clients plans to life
Writing clear, well-structured suitability reports that clients can easily understand
Producing technical analysis and recommendations across pensions, investments and protection
Researching protection solutions and planning strategies tailored to individual client needs
Preparing forward planning reports following client reviews to support long term goals
Working closely with advisers to understand client priorities and shape appropriate advice
Playing a key role in delivering a consistently high standard of client experience
Ensuring all work is accurate, compliant and in line with regulatory standards
This role is ideal for someone who is committed to building a long-term career in paraplanning and takes real pride in producing high quality, well-presented work. You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload. Above all, you will value being part of a supportive and collaborative team.
What we are looking for
Level 4 Diploma in Financial Planning or equivalent
At least three years experience working as a Paraplanner
Strong technical knowledge across pensions, investments and protection
Confidence working independently while also contributing to the wider team
Desirable experience
Working knowledge of Intelliflo Office
Experience using Voyant
Familiarity with AJ Bell
What you can expect from us
A starting salary between £40k-£50k per year, depending on experience
A strong and well-rounded benefits package including private medical insurance, income protection, death in service cover, health cash plan and salary sacrifice pension scheme
Hybrid working, giving you flexibility and a better work life balance
Early finish every Friday so you can start the weekend early
Company Days, with the last Friday of every month off as an extra day to yourself
Full support for professional development, including funding for relevant training and qualifications
A friendly, professional and ambitious environment where you will be supported and encouraged to grow
About us
We are a small, well-established business, which means you will never feel like just a number. We work closely with business owners, lawyers and city professionals, helping them build, protect and enjoy long term financial freedom. Our culture is friendly, forward thinking and professional, with an ambitious mindset and a genuine focus on doing the right thing for both our clients and our team.
The interview process
Stage one: online interview via Microsoft Teams
Stage two: two-part assessment
Stage three: in person meeting with our Managing Director and a member of the team
If this sounds like the right place for you, please submit your CV! We look forward to hearing from you.

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

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Location:
London
Salary:
£50,000
Job Type:
FullTime
Category:
Banking

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