Portman Financial People

This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath. You will not be sat in the background purely writing reports. Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one. The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy. There are two clear long-term pathways available, depending on what you want: A progression route into advice, with full support if you want to become an adviser A move into an operational / leadership role, helping shape how the business runs There is no pressure to choose either. The role can be shaped around your strengths and ambitions. The Role This is a broad paraplanning role with real client exposure. You will be involved in: Attending client meetings alongside advisers Acting as a technical point of contact for clients where appropriate Researching and formulating advice across pensions, investments, protection, and tax planning Writing suitability reports and recommendation letters Cashflow modelling using Voyant Producing and maintaining financial plans using Intelligent Office (IO) Preparing annual review packs and ongoing servicing work Liaising with providers, platforms, and third parties Supporting advisers with complex cases and planning strategies Systems & Tools Intelligent Office (IO) Voyant cashflow modelling Experience with these is helpful but not essential if you've used similar systems. About the Firm Boutique, directly authorised IFA firm Privately owned and family-run Long-standing client relationships, with a focus on quality over volume Collaborative team with direct access to decision makers No rigid corporate structure or red tape What They're Looking For Experience as a Paraplanner within a financial planning / IFA environment Strong technical knowledge across pensions and investments Comfortable interacting with clients and attending meetings Someone who wants to be involved in the advice process, not just documentation Diploma qualified (or working towards) preferred Package Salary: £45,000 to £60,000 Bonus: 10% Holiday: 25 days + bank holidays (increasing with service) Private Medical Insurance (PMI) Death in Service (DIS) Medicash plan Pension matched up to 5% Why This Role Stands Out Client-facing paraplanning role, not back-office only Clear, optional progression into advice or operations Boutique, high-quality firm with a strong culture Direct exposure to advisers and clients Real input into how advice is delivered Apply If you are a paraplanner who wants more involvement, more visibility, and a genuine say in your long-term direction, this is worth a conversation. Apply now or get in touch for a confidential discussion.