Paraplanner-London-Salary £40,000 - £55,000 OTE + Bonus Structure & Benefits

The Opportunity

A fantastic opportunity has arisen to join a growing and successful financial planning practice as a Partner Support Specialist / Paraplanner.

This is a key role within the business, offering the chance to work closely with experienced advisers, support high-quality client outcomes, and become an integral part of a practice that is continuing to expand through referrals and exceptional client service.

You'll be responsible for providing comprehensive technical, administrative, and client support, ensuring the advice process runs smoothly while maintaining the highest standards of accuracy, professionalism, and compliance.

The Role

Working alongside the Practice Partner and advisers, you'll support the delivery of tailored financial planning solutions, helping to create an outstanding experience for clients from onboarding through to ongoing reviews.

Key Responsibilities

• Prepare suitability reports, client recommendations, and supporting documentation

• Conduct research and analysis to support financial planning advice

• Liaise with clients, providers, and third parties both verbally and in writing

• Maintain accurate client records and ensure all documentation meets FCA compliance requirements

• Support advisers with meeting preparation, follow-up actions, and diary management

• Manage clien...