Paraplanner Location: Central London (Hybrid Working Available) Firm Type: Chartered Independent Wealth Management Experience Level: Diploma Qualified or Close | Min. 2 Years' Paraplanning Experience Employment Type: Full-Time

Join one of London’s most respected chartered financial planning firms, known for delivering expert, holistic advice to high-net-worth and ultra-high-net-worth clients.

We’re looking for an experienced Paraplanner to join our dynamic team of financial planners, administrators, and technical specialists. This is a fantastic opportunity to be part of a progressive, people-first firm that values professionalism, collaboration, and continuous improvement.

What You’ll Be Doing: Drafting high-quality, clear, and compliant suitability reports across pensions, investments, IHT, cashflow modelling, and alternative investments including VCTs and EISs. Collaborating closely with advisers to assess client needs and develop well-researched, tailored financial planning recommendations. Researching financial products and solutions aligned with client objectives, including investment replacements an...