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.