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Paraplanner

Heat Recruitment
Posted 9 days ago, valid for 14 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A boutique wealth management firm in Central London is looking for an ambitious Paraplanner with a salary range of £30,000 to £45,000 based on experience.
  • The firm specializes in Pensions, Investments, Inheritance Tax Planning, and Wealth Management, focusing on long-term client relationships.
  • The role involves supporting the Principal Adviser in client recommendations and contributing to the firm's growth.
  • This position offers hybrid working, 25 days of holiday plus bank holidays, and a clear path for career progression and professional development.
  • Candidates should have relevant experience in Paraplanning and a desire to work in a collaborative team environment.

Paraplanner - Boutique Wealth Management Firm | £30,000 - £45,000 | Hybrid | Central LondonA 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. We’ll also highlight other roles that might 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

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.