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Are you a Diploma-qualified Paraplanner looking to develop your technical expertise — or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm?
This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes.
Whether you have 1 year of paraplanning experience or you’re a seasoned technical paraplanner, this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice.
What You’ll Be Doing
- Working closely with advisers within a pod or adviser-aligned structure
- Preparing high-quality suitability reports and technical recommendations
- Conducting research across pensions, investments, protection, and tax planning
- Building and maintaining cashflow models
- Supporting client meetings and documenting outcomes
- Managing client requests including contributions, withdrawals, and policy changes
- Ensuring accurate records, compliant documentation, and smooth case progression
What We’re Looking For
- Level 4 Diploma in Regulated Financial Planning (essential)
- Paraplanning experience (from 1 year to highly experienced)
- Strong technical knowledge across pensions, investments, and financial planning
- Excellent written communication and attention to detail
- Organised, proactive, and comfortable managing multiple cases
- A collaborative mindset and commitment to high-quality client service
A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work.
Please send your CV to Ursula at Financial Divisions