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Permanent

Paraplanner, Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Be

Financial Divisions
Barnet
money-bag £40000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130707846

ParaplannerLocation: Barnet, North LondonSalary: £40,000 - £50,000 (depending on experience) + BenefitsFull-Time PermanentAbout the RoleA growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes.The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning.Key ResponsibilitiesPreparing suitability reports and recommendation letters Conducting technical research across pensions, investments, protection, and tax planning Producing cashflow modelling and financial planning analysis Preparing annual review documentation and client meeting packs Liaising with providers and platforms to obtain information Supporting advisers with client strategy and planning solutions Maintaining accurate client records and ensuring compliance standards are met Keeping up to date with industry and regulatory developments About YouPrevious experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge of pensions, investments, and financial planning Level 4 Diploma qualified or working towards completion Excellent report writing and analytical skills High ..... full job details .....

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