Paraplanner
Northwest London
Up to £60,000
A highly reputable and long-standing financial planning firm in Northwest London is looking to grow its technical team with the addition of an experienced Paraplanner. With over 45 years of success, the firm prides itself on building long-term, friendly, and relaxed relationships with both UK-based and international clients.
This is a fantastic opportunity for a Level 4 qualified (or close to) Paraplanner to join a supportive and forward-thinking team. You’ll be responsible for technical research, cashflow modelling, and writing bespoke suitability reports tailored to client needs.
You’ll also work closely with the investment team, contributing to the design and implementation of investment strategies aligned with individual and trustee objectives and risk profiles.
What’s on offer:
- Up to £55,000
- 23 days holiday + bank holidays + Christmas closure
- Support for exams and continued development
- Group life cover
- Annual performance reviews
- 9:00am – 5:30pm (some flexibility available – please enquire)
- Office based or hybrid
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and motivations in more detail before submitting your CV to the client. We may also highlight other relevant paraplanning roles that match your skills and preferences.
Know someone who could be a great fit? Refer a friend or colleague and receive a £200 referral bonus if we help them secure a new position.
Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner #LI-LW1