About this role
Lubbock Fine is a 20 partner accountancy and tax advisory practice in the City of London and a founder member of the global Russell Bedford International network. We’re continuing to grow, with plans to reach around 200 professionals in 2026.
We work with clients across a wide range of sectors, offering our people strong exposure and opportunities to develop specialist knowledge. Our culture is friendly, flexible and development-focused, with Smart Working, wellbeing initiatives and transparent progression, including our ‘Path-to-Partner’ programme and secondment opportunities.
Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Our team of expert financial advisers support clients at every stage of their lives. Through our holistic financial planning process, we help our clients to preserve their wealth for the future. We create financial planning solutions tailored to our clients' needs and objectives.
The role of the paraplanner will entail:
• Exposure to a wide variety of work across an exciting and diverse client base.
• Preparing and producing high-quality suitability reports and supporting documentation.
• Conducting product research, selection and due diligence to support client recommendations.
• Working closely with Financial Advisers and a team of experienced professionals.
• Developing your technical knowledge and financial planning skills, while building a role around your individual strengths and interests.
• Supporting the delivery of a high-quality service to clients throughout the advice process.
• The opportunity to get involved in a wide range of the firm’s social events and external networking opportunities.