About this role
Paraplanner | London | Hybrid | Up to £45,000
Not every paraplanning role offers the chance to work closely with a highly successful adviser and gain exposure to complex, high-net-worth client cases.
I'm recruiting on behalf of a well-established Chartered wealth management firm looking to add a Paraplanner to their team. This is an opportunity for someone who is Level 4 qualified, or working towards their Diploma, and has already gained some exposure to paraplanning within an IFA or wealth management environment.
You'll work directly alongside a top-performing adviser, supporting the delivery of high-quality financial planning advice while continuing to build your own technical knowledge and experience.
What you'll be involved in:
Preparing suitability reports and recommendations
Research across pensions, investments and protection
Supporting client reviews and ongoing planning strategies
Working on a range of interesting and complex advice cases
Delivering an exceptional client experience
What they're looking for:
• Experience within an IFA or wealth management firm
• Working towards, or completion of, the Level 4 Diploma
• Exposure to paraplanning responsibilities
• Strong attention to detail and technical curiosity
• Someone keen to learn, develop and progress their career
What's on offer?
Up to £45,000
Study support and professional development
Hybrid working
Genuine opportunity to develop your paraplanning career within a highly respected firm
If you're feeling ready for a move and would like to work alongside an adviser who can genuinely help accelerate your development, I'd be happy to have a confidential conversation.