About

A well-established wealth management firm based in the City of London is seeking an experienced Diploma qualified Senior Paraplanner to join its growing team.The role has become available due to internal progression. The firm is well established, mid-PSP, and entering a period of planned growth, with a strong and stable existing client base supported by a small team of advisers.This is a technically focused paraplanning position, offering close involvement in the advice process and the opportunity to play a key role within a professional, high-quality environment.The RoleProviding end-to-end technical paraplanning support to advisersProducing detailed, compliant suitability reports across pensions, investments, protection, tax planning, and estate planningUndertaking technical research and analysis to support bespoke client adviceCashflow modelling and scenario analysis where requiredEnsuring advice and documentation meet FCA and internal compliance standardsSupporting and reviewing work produced by a junior paraplannerWorking closely with advisers to ensure advice is delivered efficiently and accuratelyThe Ideal CandidateMinimum 3+ years’ experience in a paraplanning roleDiploma qualified (or relevant degree); chartership not requiredStrong technical knowledge across core financial planning areasComfortable supporting advisers within a smaller, collaborative teamHighly organised, detail-focused, and quality-drivenConfident communicator with a professional approachWorking PatternFull-time, permanent positionCity of London officePreference for office-based working, with flexibility consideredWhat’s on OfferSalary up to £60,000, depending on experienceStable, establish