Job Description
There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices.
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 centrally, you will support 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:
- At least Diploma Level 4 ( though ideally Chartered status)
- Previous experience as a Paraplanner within an IFA / wealth management firm
- Strong technical knowledge across pensions and investments
The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.
