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Permanent

Paraplanner - Chartered Firm

Taylor James Professional Recruitment
London
money-bag £55000 Annual
Posted: 01 July 2026 (3 days ago)
Closing date: 31 July 2026
Ref: 3130706927

We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner.Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.Role OverviewProviding technical support to financial plannersAttending client meetingsExtensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting and tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance and regulationsFull job specification available on requestKey Requirements Minimum 2 years paraplanning experience(essential)Experience working with HNW clients(desirable)Level 4 Qualified (essential)The PackageStarting salary: up to c£75,000 + 10% bonusHybrid / flexible working (3 days in the office)Generous Pension Scheme25 days holiday (rising) + option to buyFull study support towards professional qualificationsPrivate Medical InsuranceLife Cover: 4x salaryRegular company social eventsSeason ticket ..... full job details .....

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