Paraplanner

WEALTHLINK RECRUITMENT LTD

Posted 18 days ago, valid for a month

London, Greater London N8 7HR, England

Full Time

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Sonic Summary

A reputable wealth management firm in North London is seeking a Paraplanner to join their team.
The role offers a salary of up to £60,000 and includes hybrid working arrangements with two days at home.
Candidates should possess a Level 4 Diploma in Financial Planning and have strong technical knowledge with experience in a paraplanning role.
Key responsibilities include preparing documentation, producing suitability reports, and ensuring compliance with FCA regulations.
The firm is committed to staff development and offers clear pathways for career progression within paraplanning or advisory roles.

Paraplanner

North London

Hybrid ( 2 days home)

Salary - Up to £60,000

I'm currently working with a highly regarded and long-established independent wealth management firm in North London, who are looking to appoint a Paraplanner to join their growing team.

This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations for a Paraplanner.

Key Responsibilities of the Paraplanner:

Prepare comprehensive documentation ahead of report writing stages
Use modern financial planning tools to develop accurate, client-focused solutions
Produce high-quality, compliant suitability reports
Ensure all advice is delivered in line with FCA regulations
Collaborate closely with Advisers to gather detailed client information

Maintaining and managing compliance and regulatory requirements

What's on Offer:

Hybrid/flexible working arrangements
Private medical insurance and a healthcare cash plan
Supportive, collaborative team environment with genuine progression opportunities

Requirements:

Level 4 Diploma in Financial Planning (or equivalent)
Strong technical knowledge and experience in a paraplanning role

If you're ready to take the next step in your career to be a Paraplanner with a firm that truly values its people, get in touch today. Send your CV to rehana@wealthlinkrecruitment to find out more.

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