Paraplanner – SJP firm- Wealth Management Salary: £,–£, per annum Location: North London in London - Financial Divisions

Paraplanner – SJP firm- Wealth Management

Salary: £40,000–£50,000 per annum

Location: North London

Job Type: Full-time, Permanent

Our client, an established financial planning practice, is looking to recruit an experienced Paraplanner to join its team. This is an excellent opportunity for a technically minded professional to work closely with financial advisers, supporting the delivery of high-quality financial planning advice across a broad range of client needs.

The Role

As Paraplanner, you will be responsible for researching, analysing and preparing client cases, producing high-quality suitability reports and supporting advisers throughout the financial planning process.

Key Duties

• Preparing suitability reports, client presentations and advice documentation.
• Researching client circumstances, objectives and existing pension arrangements.
• Completing cash-flow modelling, pension drawdown reviews, critical yield calculations and tax-related calculations.
• Supporting investment, retirement, protection and later-life planning cases.
• Identifying outstanding information and liaising with providers and pension schemes.
• Maintaining accurate client records and ensuring compliance with regulatory procedures.
• Working collaboratively with advisers and colleagues to ensure cases are completed efficiently and accurately.

The Ideal Candidate

• Previous Paraplanning experience within a financial planning business.
• Strong technical knowledge of pensions, investments and retirement planning.
• Experience producing suitability reports and undertaking financial analysis.
• Excellent written communication, numerical and analytical skills.
• Strong organisational skills and the ability to manage multiple cases.
• A proactive, professional and collaborative approach.
• Relevant industry qualifications, with a willingness to continue professional development.

The Benefits

• Competitive salary of £40,000–£50,000, depending on experience.
• Support for ongoing technical learning and professional development.
• A varied and engaging workload.
• A supportive team environment with opportunities to develop your career.

If you are an experienced Paraplanner seeking a new challenge within an established and growing financial planning practice, we would welcome your application.

Please apply with your CV for further information and a confidential discussion.