Paraplanner – Level 4 Diploma (or Nearly Qualified) - Harrow - up to £45,000 - Office-based
other jobs Financial Divisions
Added before 8 Days
- England,London,Greater London,Harrow
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Our client is an established and growing Independent Financial Advisory firm in Harrow and are looking to welcome a Level 4 Diploma-qualified Paraplanner – or someone just one or two exams away from achieving their Level 4 Diploma – into their friendly and hard-working team.
Our client supports clients across the full spectrum of financial planning, including mortgages, protection, investments, retirement planning, wills and inheritance tax planning. They have a varied client base, plenty of technical depth, and no two cases are ever quite the same.
As a Paraplanner, you’ll be supporting three Advisers directly, working alongside one existing Paraplanner and three Administrators. It’s very much a team environment where everyone knows their role, communication is open, and support is always there when you need it.
The firm is ideally looking for someone who is confident in their technical ability, enjoys writing suitability reports and conducting research, and takes pride in producing clear, compliant and well-structured advice documentation. You’ll be trusted to manage your workload and play a key role in ensuring clients receive high-quality financial planning support.
If you’re not quite Level 4 Diploma qualified yet, that’s absolutely fine – they will fund your remaining exams. They’re keen to invest in someone who wants to build a long-term career in financial planning. There is also a genuine opportunity to progress into an Adviser role within 3–4 years for an ambitious Paraplanner who wants to take that next step.
What’s on offer:
*Salary of £35,000 – £45,000 per annum
*22 days holiday + 8 public holidays
*Auto-enrolment pension
*Full study support for completing Level 4 (if required)
*Clear progression path within the business
*A stable, growing firm where your contribution genuinely matters
The role is office-based five days a week, which suits someone who enjoys being part of a collaborative team and having direct access to Advisers and colleagues day-to-day.
If you’re looking for a technically involved paraplanning role within a friendly, supportive, and growing business – and you want to feel valued rather than just another number – this could be a great next step in your career.
Please send your CV to Harry at Financial Divisions if you’re interest in this opportunity
Our client supports clients across the full spectrum of financial planning, including mortgages, protection, investments, retirement planning, wills and inheritance tax planning. They have a varied client base, plenty of technical depth, and no two cases are ever quite the same.
As a Paraplanner, you’ll be supporting three Advisers directly, working alongside one existing Paraplanner and three Administrators. It’s very much a team environment where everyone knows their role, communication is open, and support is always there when you need it.
The firm is ideally looking for someone who is confident in their technical ability, enjoys writing suitability reports and conducting research, and takes pride in producing clear, compliant and well-structured advice documentation. You’ll be trusted to manage your workload and play a key role in ensuring clients receive high-quality financial planning support.
If you’re not quite Level 4 Diploma qualified yet, that’s absolutely fine – they will fund your remaining exams. They’re keen to invest in someone who wants to build a long-term career in financial planning. There is also a genuine opportunity to progress into an Adviser role within 3–4 years for an ambitious Paraplanner who wants to take that next step.
What’s on offer:
*Salary of £35,000 – £45,000 per annum
*22 days holiday + 8 public holidays
*Auto-enrolment pension
*Full study support for completing Level 4 (if required)
*Clear progression path within the business
*A stable, growing firm where your contribution genuinely matters
The role is office-based five days a week, which suits someone who enjoys being part of a collaborative team and having direct access to Advisers and colleagues day-to-day.
If you’re looking for a technically involved paraplanning role within a friendly, supportive, and growing business – and you want to feel valued rather than just another number – this could be a great next step in your career.
Please send your CV to Harry at Financial Divisions if you’re interest in this opportunity
Job number 3494468
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Company Details:
Financial Divisions
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