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Paraplanner - Central London






£37,000 to £50,000 Per Annum


Full benefits and open ended bonus scheme


Central London

Contract Type:



Negotiable salary, benefits and bonuses

Central London

Working for a Chartered Financial Planning business who are highly profitable and successful, your role is to work closely with the directors.

Minimum Qualifications: QCF 4 - CII diploma

Due to continuing growth the company is looking for an experienced paraplanner with strong technical knowledge.


  • Attending client’s meetings (majority of which take place in-house)
  • Preparation of detailed cash flow models
  • Undertaking research to support recommendations
  • Ensure all compliance documents and records are maintained in a timely manner.
  • Liaise and communicate with clients, providers and third parties as required.
  • Source relevant illustrations from providers on terms as set out.
  • Provide client valuations, source fund and investment information from investment house.

To be successful you will need

  • Experience writing suitability reports
  • Hold CII Level 4 Diploma in Regulated Financial Planning
  • Ability to prioritise workloads
  • Excellent interpersonal skills

If successful, you will benefit from a salary of up to £50,000, plus benefits.

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.