Junior Paraplanner

Junior Paraplanner

Location: London (Hybrid Working)

Salary: Up to £42,000 + Bonus + Excellent Benefits

An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position.

This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.

Key Responsibilities:

• Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
• Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
• Assist in client onboarding and new business processing using CRM systems (Xplan).
• Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
• Act as a point of contact for clients, providing updates and handling queries.
• Support with data management, adviser pipeline, and post-meeting tasks.
• Contribute to operational improvements and process enhancements across systems like Xplan.

What We’re Looking For:

• 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
• Strong report writing and excellent attention to detail.
• A solid understanding of pensions, investments, and financial planning products.
• Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
• Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
• Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.

Package & Benefits:

• Competitive salary up to £42,000
• Annual bonus scheme
• Hybrid working setup (3 days in the office)
• Private healthcare, income protection, and life assurance
• Generous pension contribution (6% ER or 8% ER / 2% EE)
• 27 days holiday + bank holidays
• Supportive working culture with opportunities for professional development

If you\’re looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.