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Permanent

Paraplanner

London
money-bag 70000.00-70000.00 Annual
3129000611
Posted 2 days ago

Job Title: ParaplannerLocation: West London Hybrid 2 days WFH Salary: Up to £70,000 depending on experienceHours: Monday to Friday 8:30am to 5:30 pmBenefits:Pension, life assurance, and eye care25 days annual leave plus bank/public holidays and annual leave purchase optionDiscretionary annual bonusAbout the position of ParaplannerWe are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships.They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes.This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development.Responsibilities for the role of Paraplanner:Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planningProduce high-quality, compliant suitability reports and technical recommendationsReview fact finds, calculations, and supporting documentation for accuracy and suitabilityPartner closely with Financial Planners to support holistic client adviceProvide technical input on trusts, taxation, and probate pla

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