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Junior Paraplanner - LondonBlakemore Recruitment • London, GB
Junior Paraplanner - London

Junior Paraplanner - London

Blakemore Recruitment • London, GB
30+ days ago
Salary
£45,000.00 yearly
Job type
  • Full-time
Job description

Paraplanner – London (Hybrid) – £45,000

A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment.

You’ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes.

The Role

As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression.

Key responsibilities include:

  • Conducting detailed financial analysis to support client recommendations
  • Gathering and organising client data (income, assets, liabilities, etc.)
  • Producing suitability reports and investment proposals
  • Modelling financial planning scenarios using industry software
  • Researching financial products and investment solutions
  • Ensuring all work is compliant with FCA regulations
  • Maintaining accurate and up-to-date client records
  • Supporting advisers in developing tailored financial strategies

About You

You’ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment.

Requirements:

  • Level 4 Diploma (CII) achieved or in progress
  • Experience in a paraplanning or similar financial services role
  • Strong knowledge of pensions, investments, tax, and protection
  • Ability to perform basic tax calculations
  • Excellent organisational skills and ability to manage deadlines
  • Strong written and verbal communication skills

Desirable:

  • Experience with back-office systems such as Intelliflo or Genovo
  • Ambition to progress towards Chartered status (fully supported)

What’s on Offer

  • Salary up to £45,000
  • Hybrid working model (office + remote flexibility)
  • Clear progression pathway and ongoing professional development
  • Support towards further qualifications and Chartered status
  • Collaborative and supportive team culture

If you’re looking to develop your career in paraplanning within a growing and reputable firm, this is an opportunity not to be missed.

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Junior Paraplanner - London • London, GB

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