Paraplanner

Heat Recruitment

Posted 10 hours ago, valid for a month

London, Greater London NW11 9NN, England

Full Time

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Sonic Summary

A reputable financial planning firm in Northwest London is seeking an experienced Paraplanner to join their technical team.
The ideal candidate should have a Level 4 diploma or be nearly qualified, with responsibilities including technical research and cashflow modelling.
The position offers a salary of up to £60,000 along with benefits such as a pension contribution and 23 days of holiday plus bank holidays.
Candidates are expected to have relevant experience, and the firm emphasizes a supportive and forward-thinking work environment.
Interested applicants are encouraged to apply, and there is also a referral bonus for recommending suitable candidates.

Paraplanner - Established Financial Planning Firm | Northwest London

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 40 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 diploma-qualified (or nearly qualified) 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 £60,000
Parking
5% employee / 3% employer pension contribution
23 days holiday + bank holidays + Christmas closure
Support for exams and continued development
Group life cover (after a set time)
Annual performance reviews
Working hours: 9:00am - 5:30pm (some flexibility available - please enquire)

Next Steps: Apply today to be considered for this 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.

Referral bonus: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

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