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Permanent

Paraplanner - Independent IFA - London - Salary up to £50,000 + bonus + benefits

London
money-bag 45000.00-45000.00 Annual
3109831833
Posted 2 days ago

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 DoingWorking closely with advisers within a pod or adviser-aligned structurePreparing high-quality suitability reports and technical recommendationsConducting research across pensions, investments, protection, and tax planningBuilding and maintaining cashflow modelsSupporting client meetings and documenting outcomesManaging client requests including contributions, withdrawals, and policy changesEnsuring accurate records, compliant documentation, and smooth case progressionWhat We''re Looking ForLevel 4 Diploma in Regulated Financial Planning (essential)Paraplanning experience (from 1 year to highly experienced)Strong technical knowledge across pensions, investments, and ..... full job details .....

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