Financial Divisions
Paraplanner
Location: Barnet, North London
Salary: £40,000 – £50,000 (depending on experience) + Benefits
Full-Time | Permanent
About the Role
A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes.
The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning.
Key Responsibilities
- Preparing suitability reports and recommendation letters
- Conducting technical research across pensions, investments, protection, and tax planning
- Producing cashflow modelling and financial planning analysis
- Preparing annual review documentation and client meeting packs
- Liaising with providers and platforms to obtain information
- Supporting advisers with client strategy and planning solutions
- Maintaining accurate client records and ensuring compliance standards are met
- Keeping up to date with industry and regulatory developments
About You
- Previous experience as a Paraplanner within an IFA or wealth management environment
- Strong technical knowledge of pensions, investments, and financial planning
- Level 4 Diploma qualified or working towards completion
- Excellent report writing and analytical skills
- High attention to detail and organisational skills
- Ability to work independently and as part of a small team
What's on Offer?
- Salary £40,000 – £50,000 depending on experience
- Full study support towards Chartered status
- Ongoing professional development
- Friendly and supportive working environment
- Clear progression opportunities within a growing practice
Opportunity to work closely with advisers and clients
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.