Job Title: Paraplanner
Location: London, Office-Based
Job Types: Full-time, Permanent
Job ID: 10241
About the Role:
A well-established financial planning practice in London is seeking an experienced and technically strong Paraplanner to support advisers with research, analysis, and compliant report writing.
This is an excellent opportunity to join a professional team focused on delivering high-quality financial advice and positive client outcomes, with clear progression opportunities for the right individual.
Your role will include, but not be limited to:
- Conduct fact-finding and analyse client information, including objectives and risk profiles
- Research and compare financial products across pensions, investments, and protection
- Build cashflow models and retirement forecasts using Voyant or CashCalc
- Draft suitability letters and technical reports in line with FCA guidance
- Prepare illustrations, provider packs, and key documentation
- Support advisers in client review meetings
- Liaise with compliance to ensure all files are audit-ready
- Manage case progression and communicate directly with product providers
- Produce one-page summaries and client-facing documentation
- Maintain accurate client records and ensure compliance documentation is up to date
Skills and experience required:
- CII Level 4 Diploma in Regulated Financial Planning
- CII Certificate in Paraplanning or CISI recognised qualification advantageous
- Strong technical knowledge of pensions, investment planning, taxation, and FCA regulation
- Previous experience using cashflow modelling software
- Strong written communication and report writing skills
- Minimum of 2 years’ experience in a technical Paraplanner role
- Ability to manage deadlines and workloads effectively
- Strong attention to detail
Benefits:
- Competitive salary of up to £60,000.00 depending on experience
- Full study support and ongoing CPD funding
- Pension scheme
- Private healthcare
- Clear progression pathway to Senior Paraplanner or Adviser
About Recruit UK:
Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage across financial planning, wealth management, compliance, and technical support.
Our commitment to you:
- Equality, diversity, and inclusion are promoted across all activity
- Every journey begins with a detailed conversation about your career goals
- Honest feedback on suitability and market positioning
- Access to a wide financial services network
- A long-term approach focused on finding the right career fit
Pay: £45,000.00-£60,000.00 per year
Benefits:
- Company events
- Company pension
- Employee mentoring programme
- Financial planning services
- Private medical insurance
Application question(s):
- Do you hold the level 4 diploma in financial planning?
Experience:
- Paraplanning: 2 years (required)
Work Location: In person
