Paraplanner

London Paraplanner Opportunities!

Award-Winning Independent Financial Planning Business!

Recruit Wealth are delighted to be representing one of London’s highly regarded Independent Financial Planning businesses in their search for multiple talented Paraplanners.

This is a genuinely exciting opportunity to join a fully independent, award-winning wealth management firm that continues to experience exceptional growth, adviser expansion and increasing client demand.

With over 150 professionals across the business and in excess of £3 Billion Assets Under Management, our client has built an outstanding reputation for delivering truly holistic financial planning alongside first-class client care.

As a result of continued growth and several newly appointed Financial Planners joining the business, there is now a significant need for additional Paraplanning support to help drive advice delivery and maintain the exceptional standards the firm is known for.

The business is looking to appoint 2 to 3 experienced and technically capable Paraplanners to work closely alongside high-performing Financial Planners managing sophisticated and varied client portfolios.

Why This Opportunity Stands Out

• Join a highly respected, fully independent financial planning business
• Work alongside successful, established Financial Planners
• Be part of a collaborative, professional and supportive culture
• Genuine long-term career development and progression opportunities
• Strong emphasis on professional development and qualifications
• Flexible and hybrid working arrangements available
• Excellent salary and comprehensive staff benefits package

The Role

This is a broad and technically focused Paraplanning position where you will play a key role in supporting advisers and helping deliver outstanding client outcomes.

You will be heavily involved in:

• Preparing high-quality suitability reports
• Conducting technical research and analysis
• Supporting client review processes
• Assisting with portfolio and investment administration
• Working closely with advisers to deliver holistic financial planning solutions

Key Responsibilities

Client Support & Relationship Management

• Assist with onboarding new clients including KYC and AML processes
• Maintain accurate client records and investment documentation
• Respond to client and adviser queries professionally and efficiently
• Prepare documentation for client meetings and reviews

Technical Research & Report Writing

• Conduct financial planning and investment research
• Build detailed suitability reports for adviser review
• Prepare technical analysis using FE Analytics and provider platforms

Investment & Operational Support

• Process investment instructions and client transactions
• Support portfolio valuations and investment proposal preparation
• Liaise with platforms and providers regarding settlements and transfers
• Ensure all processes are completed accurately and efficiently

About You

To be considered, applicants should ideally demonstrate:

• Minimum 1 to 2 years of competent Paraplanning experience
• Level 4 Diploma qualified (or close to completion)
• Strong technical knowledge across financial planning products and solutions
• Excellent written communication and report writing skills
• High attention to detail and organisational ability
• Experience using advanced financial planning back office systems
• A professional, team-oriented and proactive approach

Excellent salaries, staff benefits and a professional, collaborative working culture are all available.

Flex/Hybrid working is of course offered.

Please get in touch with us here at Recruit Wealth for an immediate response to your application!