Paraplanner

Heat Recruitment; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

An established industry player is seeking a motivated Paraplanner to join their dedicated team in a hybrid role. This opportunity is perfect for those looking to advance their careers in a supportive environment focused on professional development. You will play a crucial role in assisting the Principal Adviser with client recommendations and contribute to the firm's growth. With a strong emphasis on building long-term client relationships and providing high-quality financial advice, this position offers a clear path for career progression and a collaborative culture. If you're ready to take the next step in your career, this is the role for you.

Benefits

25 days holiday + bank holidays

Life assurance (DIS)

Supportive team culture

Clear path for development and promotion

Qualifications

• Ambitious Paraplanner with experience in Financial Planning and Wealth Management.
• Strong report writing and adviser support skills are essential.

Responsibilities

• Support client recommendations and drive the firm's growth.
• Work closely with the Principal Adviser in a collaborative team.

Skills

Paraplanning

Report Writing

Adviser Support

Financial Planning

Wealth Management

Job description

Paraplanner – Boutique Wealth Management Firm | £30,000 – £45,000 | Hybrid | Central London

A well-established Financial Planning firm based near St James’s Park is seeking an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a strong focus on building long-term client relationships.

You’ll work closely with the Principal Adviser, playing a key role in supporting client recommendations and helping to drive the firm’s growth. This is an excellent opportunity for someone looking to join a small but growing company where career progression and professional development are actively encouraged.

What’s on offer:

• £30,000 – £45,000 salary (depending on experience)
• Hybrid working
• 25 days holiday + bank holidays
• Life assurance (DIS)
• A supportive and collaborative team culture
• Clear path for development and promotion

What’s next?

If you’re interested in this opportunity, apply today. One of our specialist consultants will be in touch to explore your experience, goals, and preferences before submitting your CV to the client.

Keywords: Paraplanning, Report Writing, Adviser Support, IFA, Financial Planning, Wealth Management, IFA Admin