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Key Job Features

Job Type: Permanent
Reference: TS/893533
Location: London
Other: Pension + Bonus + Benefits


This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses.

The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship.

You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.

A successful candidate will:

  • Have experience of paraplanning systems and processes
  • Be Diploma qualified, or working towards this status
  • Have excellent report writing and presentation skills
  • Have a good technical knowledge of financial services


Key responsibilities include:

  • The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
  • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning


This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you.

If you require further information please submit your CV to or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

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