Job Title

Junior ParaplannerLocation: London (Hybrid Working)Salary: Up to 42,000 + Bonus + Excellent BenefitsAn exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position.This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.Key Responsibilities:Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.Assist in client onboarding and new business processing using CRM systems (Xplan).Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.Act as a point of contact for clients, providing updates and handling queries.Support with data management, adviser pipeline, and post-meeting tasks.Contribute to operational improvements and process enhancements across systems like Xplan.What Were Looking For:2-3 years of experience within financial services, ideally in paraplanning or adviser support.Strong report writing and excellent attention to detail.A solid understanding of pensions, investments, and financial planning products.Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.Package & Benefits:Competitive salary up to 42,000Annual bonus schemeHybrid working setup (3 days in the office)Private healthcare, income protection, and life assuranceGenerous pension contribution (6% ER or 8% ER / 2% EE)27 days holiday + bank holidaysSupportive working culture with opportunities for professional developmentIf you're looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, wed love to hear from you.