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Permanent

Paraplanner - London/Hybrid - Salary up to £60k + excellent benefits

London
money-bag 55000.00-55000.00 Annual
3120734034
Posted Yesterday

Elevate Your Career in a High-Performing Wealth Management EnvironmentAre you a detail-driven, solutions-focused Paraplanner who thrives in a fast-paced, client-centric environment? Do you want to work alongside experienced Financial Planners, contribute to high-quality advice, and genuinely influence client outcomes? If so, this role will give you the platform to shine.Why This Role Stands OutYou won''t be a back-office box-ticker here. You''ll be a core part of the advice process, owning cases from research through to implementation, shaping client recommendations, and helping drive continuous improvement across the team. Attending client meetings and present cashflow modelling.This is a role for someone who wants impact, autonomy, and progression with a reputable IFA in London.What You''ll Be DoingSupporting the full client lifecycle, including:Producing high-quality, FCA-compliant suitability reports across a wide range of advice areasConducting product and investment researchCollaborating closely with Financial Planners and administrators to deliver a seamless client experienceOwning cases from submission through to implementation, proactively resolving issuesContributing to process improvements and MI reportingMaintaining and enhancing suitability report templates and contentBecoming a "superuser" of internal systems, helping identify and fix data integrity issuesProviding technical support and training to colleagues when neededWhat You''ll BringDiploma in Regulated Fin

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