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- Tasks: Support financial advisers by preparing detailed reports and managing client information.
- Company: Established North London financial planning firm with a collaborative culture.
- Benefits: £35,000–£45,000 salary, 25 days holiday, PMI, hybrid working, and exam support.
- Other info: Enjoy a flexible work environment with genuine career growth opportunities.
- Why this job: Join a forward-thinking team and grow towards adviser level in your career.
- Qualifications: Level 4 Diploma qualified or working towards it, with 2 years' paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
Salary: £35,000–£45,000 (DOE)
Benefits: 25 days holiday, PMI, Death in Service, exam support, hybrid working, and a clear career progression pathway.
Are you a detail-oriented Paraplanner looking for a role that values your expertise while helping you grow — potentially toward adviser level if that’s your goal? We’re working with an established and growing North London financial planning firm recognised for delivering genuinely bespoke financial planning and investment solutions. This is a fantastic opportunity to join a collaborative, forward-thinking team where your contribution will have real impact.
The Opportunity:
- You will work closely with an experienced Financial Adviser and an Administrator, supporting the delivery of holistic financial planning to a loyal and expanding client base.
- This hybrid position offers the ideal blend of flexibility, development, and exposure to a diverse range of client scenarios.
Key Responsibilities:
- Advice Support & Report Writing: Prepare detailed, compliant suitability reports across: Pensions & retirement planning, Investments, Protection, Equity release, Cashflow modelling & forecasting.
- Conduct research and analyse financial products, assessing suitability based on client objectives.
- Technical & Compliance Duties: Manage tasks and workflows on X-Plan, fully understanding relevant processes including: Advice process (including requirements for high-risk and pre-approval business), Fund switches, Withdrawals, Review process.
- Maintain accurate CRM records and ensure compliance standards are met.
- Stay up to date with regulatory and legislative changes and apply these appropriately.
- Client & Adviser Support: Liaise with providers and clients to gather key information, valuations, and documentation.
- Prepare review packs, data sets, and supporting materials for client meetings.
- Assist with onboarding, application processing, and general case management.
- Hold regular meetings with the Adviser to manage new business cases and monitor pipeline and performance (at adviser’s discretion).
Use of Financial Planning Software: You’ll work with a wide suite of tools including: Genovo, SelectaPension, Dynamic Planner, X-Plan, Voyant, FE-Analytics, Defaqto Engage, and Underwrite Me.
What We’re Looking For:
- Level 4 Diploma qualified (or actively working toward it).
- Minimum 2 years’ experience as a Paraplanner or Senior IFA Administrator.
- Strong written communication and exceptional attention to detail.
- Confident using financial planning and CRM software.
- A proactive, solutions-focused, team-oriented mindset.
Why Join This Firm?
- Clear progression pathway — including the opportunity to become a Financial Adviser.
- Full exam & study support.
- Hybrid working model – flexible but collaborative.
- 25 days holiday + bank holidays.
- Private Medical Insurance & Death in Service.
- Genuine career growth in a friendly, ambitious, people-focused environment.
If you're ready to take the next step in your Paraplanning career, apply today or message me for a confidential chat.
Paraplanner in London employer: Fintro
Contact Detail:
Fintro Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Think about how you can showcase your attention to detail and problem-solving skills, as these are key in our field.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that match your skills and aspirations — we’re all about helping you grow!
✨Tip Number 4
Follow up after interviews with a thank-you note. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role and the company!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience, especially in financial planning and report writing, to show us you’re the perfect fit for our team.
Show Off Your Attention to Detail: As a detail-oriented role, we want to see that you can spot the little things. Use clear formatting and check for any typos or errors in your application. This will demonstrate your commitment to quality right from the start!
Be Yourself: We love personality! Don’t be afraid to let your unique voice shine through in your application. Share your passion for financial planning and how you can contribute to our collaborative environment.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. We can’t wait to hear from you!
How to prepare for a job interview at Fintro
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and compliance. Familiarise yourself with the tools mentioned in the job description like X-Plan and Genovo, as being able to discuss these confidently will show your expertise.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples from your past work where your meticulous nature made a difference, whether it was in report writing or managing client information. This will help demonstrate that you understand the importance of accuracy in this role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to financial planning and how they support their team’s development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Be Ready to Discuss Compliance
Since compliance is a key part of the role, be prepared to talk about your understanding of regulatory changes and how you've applied them in your previous positions. This will highlight your proactive mindset and readiness to tackle the responsibilities of the job.