Paraplanner

Benefits:

• Standard employer pension contribution
• Birthday day off

About the Company:

This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an administrator, and a practice manager. The company values flexibility, hard work, and team collaboration, seeking individuals who can make a meaningful contribution and fit in with the existing team culture.

Key Responsibilities:

• Providing comprehensive paraplanning support to financial advisers
• Producing suitability reports and technical research (in collaboration with outsourced paraplanning where applicable)
• Preparing financial planning recommendations across pensions, investments, and protection
• Liaising with clients and supporting client meetings
• Attending client meetings where required and assisting with follow-ups
• Taking detailed meeting minutes and tracking action points
• Supporting new business initiatives and case progression
• Conducting technical research and product comparisons
• Working across Intelligent Office (IO) and Voyant platforms

What We’re Looking For:

• Experienced and well-qualified Paraplanner within financial services
• Level 4 Diploma in Regulated Financial Planning (or commitment to achieve this if not yet fully qualified)
• Strong technical knowledge across financial planning areas
• Flexible and adaptable team player
• Local to South East London (SE3) or nearby
• Available for full-time hours (9–5, Monday–Friday), with openness to part-time arrangements

Desirable Skills:

• Strong client liaison and communication skills
• Experience attending and supporting client meetings
• Ability to produce clear, accurate meeting notes and action points
• Proficiency in IO and Voyant platforms
• Previous experience within an IFA environment

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.