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Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm. Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes. Key Responsibilities Conduct technical and product research across a range of financial planning areas Produce high-quality suitability reports and recommendation documentation Assist with cashflow forecasting and financial planning analysis Liaise with providers and third parties to obtain information and progress cases Support the delivery of compliant, client-focused financial advice Maintain accurate client records and documentation About You DipPFS qualified (or equivalent) Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment Strong technical knowledge of pensions, investments, taxation, trusts, and protection Excellent analytical, organisational, and report-writing skills High attention to detail and a proactive approach to work Experience with Voyant, FE Analytics, or similar software would be advantageous Benefits Competitive salary 25 days holiday plus bank holidays Private medical insurance Employer pension contributions Enhanced parental leave Study support towards further professional qualifications, including Chartered status Long-term career progression opportunities Supportive and collaborative working environmentIf you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you. Contact our team for a confidential discussion. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
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We're looking for an Associate Financial Planner to join our Financial Planning and Coaching team. The Financial Planning and Coaching team plays a key role in delivering Octopus Money's mission. We work together to transform the lives of the clients we speak to by helping ...SuggestedHybrid workingOn-site- £50k - £67k per annumEstimatedOur clients’ is an independent, owner-managed company based in Mayfair, specialising in wealth management (financial planning and investment management) for individuals and benefits consulting services for companies. This is an exciting opportunity that offers and encourages...Suggested
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The role is a unique hybrid role, combining traditional leveraged finance portfolio management with broader corporate banking exposure. The successful candidate will be responsible for managing a portfolio of large-cap leveraged credits while also overseeing ancillary facilities...Long-term contractHybrid working- £60k - £78k per annumEstimatedReady to take your tax career into the heart of high-profile, multi-jurisdictional transactions? We’re looking for an experienced Tax Advisor to join a growing specialist Transaction Tax team in London, working on complex, high-value transactions for an impressive portfolio...Hybrid workingFlexible hours
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