Paraplanner

1 day ago

London Area, United Kingdom IDEX Consulting Ltd Full time

Paraplanner

Location:
London (Hybrid)

Salary:
Up to circa £75,000 + excellent benefits

About the Practice

An independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service.

They provide an integrated offering that combines expert portfolio management and financial planning within a single focused enterprise. Managing over £7.5 billion in assets for private clients, families, trusts, charities and not-for-profit organisations, across the United Kingdom

The Opportunity

I'm looking for a skilled, technical Paraplanner to join the team in London. This is an exciting opportunity to be part of a growing, client-focused partnership where your technical insight, attention to detail and professional expertise will directly shape the quality of advice the Financial Planners deliver.

You'll work closely with the Financial Planning team to provide high-quality technical and research support to advisers, preparing detailed suitability reports, recommendations, and client documentation

Key Responsibilities

  • Prepare client letters, proposals, and recommendation reports that align with compliance and ethical standards.
  • Conduct in-depth technical research into products and providers to support advice and inform product panel reviews.
  • Ensure all supporting documentation for advice is complete, accurate and appropriately filed.
  • Identify and share updates on products or technical changes with relevant panel owners and team members.
  • Provide general technical and administrative support as required to advisers and the wider planning team.

About You

We're looking for someone with a strong technical foundation, a meticulous approach, and the confidence to engage thoughtfully in financial discussions.

You will have:

  • A CII Diploma in Financial Planning or CISI equivalent (minimum). Ideally level 6 qualified
  • Prior experience in a Paraplanning role within a wealth management or financial planning firm.
  • Excellent verbal and written communication skills – able to explain complex investment ideas clearly and succinctly.
  • Strong analytical ability with confidence working with data and drawing informed conclusions.
  • A collaborative mindset with the confidence to challenge ideas constructively and think independently.
  • Excellent organisational skills, accuracy, and attention to detail.
  • Strong IT literacy.

Why Join?

  • Hybrid working – a blend of collaboration in the London office and flexibility to work remotely.
  • A competitive salary (up to £75,000) plus discretionary bonus and excellent benefits.
  • A supportive, close-knit culture that prizes teamwork, integrity and long-term thinking.
  • Opportunities for career progression and continued professional development.
  • The satisfaction of working in a firm where your expertise directly contributes to client outcomes and firm growth.

Apply Now

If you're a technically strong Paraplanner looking to join a respected, growing firm that values expertise, independence and integrity, I'd love to hear from you.

  • Paraplanner

    2 weeks ago

    London Area, United Kingdom Chase de Vere Full time

    Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

  • Paraplanner

    4 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Paraplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression PathI’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of a...

  • Paraplanner

    2 weeks ago

    London Area, United Kingdom Chase de Vere Full time

    Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Nelson Scott Full time

    ParaplannerWhat will you be doing?We're seeking a talented individual to join our Paraplanning team in London, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing...

  • Paraplanner

    4 days ago

    London Area, United Kingdom Financial Divisions Full time

    Chartered Senior Paraplanner (Client Facing) Location: London Salary: Salary up to £75k + benefits including equity About my client: My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...

  • Paraplanner

    4 weeks ago

    Manchester Area, United Kingdom Ferguson Dean Full time

    A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...

  • Paraplanner

    4 weeks ago

    Manchester Area, United Kingdom Ferguson Dean Full time

    A leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...

  • Paraplanner

    1 day ago

    London, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners. The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation. **Your duties will...

  • Paraplanner

    2 weeks ago

    London, United Kingdom ARC Full time

    **Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...

  • Chartered Senior Paraplanner

    1 day ago

    London Area, United Kingdom Financial Divisions Full time

    CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...