Paraplanner – London (near Bank)
Up to £60,000
Hybrid working
Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.
The Role:
Based near Bank, you’ll be working in a POD system to support one or two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You’ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.
Key Responsibilities:
*Preparing detailed suitability reports across pensions, investments and protection
*Conducting technical research and analysis to support advice recommendations
*Liaising with Advisers, administrators and providers
*Ensuring all work meets regulatory and compliance standards
To be considered for this paraplanner opportunity:
*Previous experience as a Paraplanner within an IFA / wealth management firm
*Strong technical knowledge across pensions and investments
*Level 4 Diploma qualified
*High attention to detail and strong report writing skills
*Confident communicator with a proactive approach
Benefits:
*Up to £60,000
*33 days annual leave (incl. bank holidays) + buy/sell scheme
*Private medical cover & enhanced pension (up to 8% total contribution)
*Life assurance (4x salary) & income protection
*Agile working
*Hybrid working (3days in the office)
*Generous family leave & paid sick leave
*Study support, career coaching & development opportunities
*Employee referral bonus (up to £10,000)
*Health & wellbeing support (EAP, flu jabs, health checks)
*Cycle to work scheme & season ticket loan
If you’re looking for a role where you can add real value and continue developing your technical expertise, I’d be keen to speak with you. Apply today