Paraplanner
Fintro London, United KingdomParaplanner
Fintro London, United Kingdom
Paraplanner
- Role Title: Experienced Paraplanner
- Location: London (Hybrid / Fleet Street area)
- Salary: Up to £60,000 (depending on experience and qualifications) + benefits and study support
About the Firm:
An established, collaborative wealth management firm operating out of Central London that focuses on delivering high-end financial planning and investment management solutions. They pride themselves on strong team culture, continuous professional development, and supporting staff longevity with structured internal progression paths.
Benefits Package:
- Holiday: Generous holiday entitlement
- Support & Development: Full exam and study support toward Chartered status
- Working Model: Flexible hybrid working arrangements
- Additional Perks: Salary sacrifice options and occupational benefits
Key Requirements & Responsibilities:
- Qualifications: Ideally educated to degree level and progressing toward Chartered status via the CII.
- Experience: Proven track record of delivering written financial advice, whole-of-market research, and working across pensions, investments, protection, IHT, and trusts.
- Tech Stack: Proficiency with solutions such as Xplan, Voyant, CashCalc, and FE Analytics.
- Key Duties: Conducting complex research and cashflow modeling, producing suitability reports, maintaining strict compliance standards, and mentoring junior team members / participating in internal projects.
- Career Path: Offers clear progression opportunities into Senior Paraplanner or Financial Planner roles.
Job ID ibYGazSsmqDp
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