Paraplanner

TN United Kingdom; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

An established financial planning firm located near St James's Park is on the lookout for an ambitious Paraplanner to join their dedicated team. This role offers a unique opportunity to work closely with the Principal Adviser, contributing to client recommendations and supporting the firm's growth. With a strong emphasis on career progression and professional development, the firm fosters a supportive culture that encourages collaboration and innovation. If you're eager to make a meaningful impact in a small yet dynamic environment, this position is perfect 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.
• Strong focus on client relationships and wealth management.

Responsibilities

• Support client recommendations alongside the Principal Adviser.
• Drive the firm's growth through effective paraplanning.

Skills

Paraplanning

Report Writing

Adviser Support

Financial Planning

Wealth Management

Job description

Location

St James's Park

Salary

£30,000 - £45,000

Type

Permanent

Workplace

Hybrid

Reference

87821

Recruiter Managing This Role

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

About the Role

A well-established Financial Planning firm near St James's Park is seeking an ambitious Paraplanner to join their close-knit team. The 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 will work closely with the Principal Adviser, supporting client recommendations and helping to drive the firm's growth. This role offers 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

Next Steps

If you're interested in this opportunity, apply today. One of our specialist consultants will contact you to discuss your experience, goals, and preferences before submitting your CV to the client. We will also highlight other roles that may align with your career path.

Know someone who might be a fit? Refer them to us and receive £200 if we help them land a new role.

Keywords

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