Paraplanner - London - Hybrid - £45-50k
I'm currently working with a highly regarded independent financial planning firm that is looking to add an experienced Paraplanner to its growing team.
This is an excellent opportunity to join a well-established, client-focused business supporting a top-performing Financial Adviser who works with a sophisticated HNW/UHNW client base across pensions, investments, protection and holistic financial planning.
What makes this role stand out?
- Work closely with a highly successful adviser and become a genuine extension of their practice
- Join a collaborative, high-performing team that values quality over quantity
- Exposure to complex financial planning cases and affluent clients
- Strong culture of professional development and career progression
- Hybrid working and flexibility
The role will involve:
- Preparing high-quality suitability reports and technical recommendations
- Conducting research across pensions, investments and protection
- Supporting advisers with pre and post-review work
- Liaising with clients and providers to ensure an exceptional client experience
- Managing cases through to completion while maintaining excellent attention to detail
- Ensuring all work meets FCA and compliance standards
What I'm looking for:
- Previous Paraplanning experience within a financial planning or wealth management environment
- Level 4 Diploma qualified or close to completion
- Strong report writing and technical research skills
- Excellent communication and organisational abilities
- A genuine passion for delivering great client outcomes
This role would suit a paraplanner who enjoys being heavily involved in the advice process and wants to work alongside a highly successful adviser within a respected independent firm.
If you'd like a confidential conversation, please get in touch directly.
#Paraplanner #FinancialPlanning #WealthManagement #FinancialServicesJobs #IFAJobs #ParaplannerJobs #LondonJobs #Recruitment