Paraplanner – London (Hybrid) – Salary up to £55k benefits (US) Freelance

Financial Divisions

Shape the future of financial planning with clarity, precision, and purpose.

We’re seeking a detail-driven, technically skilled Paraplanner to join a dynamic financial planning team based in London. This hybrid role offers the perfect blend of autonomy and collaboration, giving you the flexibility to work remotely while staying connected to a high-performing, client-focused environment.

What You’ll Do

• Produce clear, compliant, and client-friendly suitability letters across a range of advice areas
• Collaborate with advisers to assess client needs and formulate tailored financial strategies
• Research solutions including pensions, investments, retirement income, inheritance tax, VCTs and EISs
• Support client meetings with cashflow modelling and technical insight
• Ensure advice is implemented accurately by working closely with the admin team
• Maintain and update client records and financial planning systems
• Contribute to the development of new processes, tools, and best practices
• Act as a technical resource for the team and share insights from industry events and seminars

What You’ll Bring

• Strong understanding of financial products and planning strategies
• Ability to translate complex advice into clear, engaging client communications
• Familiarity with compliance frameworks and regulatory standards
• Proficiency in financial planning tools (e.g. Voyant, FE Analytics) and MS Office
• Excellent attention to detail and written communication skills
• A proactive, solution-oriented mindset and collaborative spirit

Why This Role Stands Out

• Hybrid working model with flexibility and autonomy
• Exposure to a wide range of financial planning scenarios
• Opportunity to shape processes and contribute to team growth
• Supportive, forward-thinking culture that values your input

If you’re passionate about financial planning and want to make a meaningful impact while growing your expertise, we’d love to hear from you.

Ready to take the next step in your Paraplanning career? Apply now.