Job Description Paraplanner – London (Hybrid) – £45,000 A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment. You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes. The Role As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression. Key responsibilities include: Conducting detailed financial analysis to support client recommendations Gathering and organising client data (income, assets, liabilities, etc.) Producing suitability reports and investment proposals Modelling financial planning scenarios using industry software Researching financial products and investment solutions Ensuring all work is compliant with FCA regulations Maintaining accurate and up-to-date client records Supporting advisers in developing tailored financial strategies About You You’ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment. Requirements: Level 4 Diploma (CII) achieved or in progress Experience in a paraplanning or similar financial services role Strong knowledge of pensions, investments, tax, and protection Ability to perform basic tax calculations Excellent organisational skills and ability to manage deadlines Strong written and verbal communication skills Desirable: Experience with back-office systems such as Intelliflo or Genovo Ambition to progress towards Chartered status (fully supported) What’s on Offer Salary up to £45,000 Hybrid working model (office + remote flexibility) Clear progression pathway and ongoing professional development Support towards further qualifications and Chartered status Collaborative and supportive team culture If you’re looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.
Pension Paraplanner in London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
