Paraplanner

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.

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.

• Prepare detailed, compliant suitability reports across:
• Pensions & retirement planning
• Investments
• Protection
• Equity release
• Conduct research and analyse financial products, assessing suitability based on client objectives.

• 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
• Maintain accurate CRM records and ensure compliance standards are met.
• Stay up to date with regulatory and legislative changes and apply these appropriately.
• 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
• Monitor pipeline and performance (at adviser’s discretion)

You’ll work with a wide suite of tools including:

Genovo, Selecta Pension, Dynamic Planner, X-Plan, Voyant, FE-Analytics, Defaqto Engage, and Underwrite Me.

• 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

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Clear progression pathway — including the opportunity to become a Financial Adviser

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Hybrid working model – flexible but collaborative

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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
.