Eden Rose
Paraplanner
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Job Ref
90817
Location
London
Salary
£45,000 - £60,000 Per Annum
Employment Type
Permanent
Location: London, Greater London
Type: Permanent
Job #90817
Salary: £45,000 - £60,000 Per Annum
Paraplanner
Up to £60,000
Near Bank – Hybrid working
Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.
The Role
Based near Bank, you’ll be working in a POD system to support one or two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You’ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.
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Key Responsibilities
- Preparing detailed suitability reports across pensions, investments and protection
- Conducting technical research and analysis to support advice recommendations
- Liaising with Advisers, administrators and providers
- Ensuring all work meets regulatory and compliance standards
To Be Considered For This Paraplanner Opportunity
- Previous experience as a Paraplanner within an IFA / wealth management firm
- Strong technical knowledge across pensions and investments
- Diploma qualified
- High attention to detail and strong report writing skills
- Confident communicator with a proactive approach
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Benefits
- Up to £60,000
- 33 days annual leave (incl. bank holidays) + buy/sell scheme
- Private medical cover & enhanced pension (up to 8% total contribution)
- Life assurance (4x salary) & income protection
- Agile working
- Hybrid working (3days in the office)
- Generous family leave & paid sick leave
- Study support, career coaching & development opportunities
- Employee referral bonus (up to £10,000)
- Health & wellbeing support (EAP, flu jabs, health checks)
- Cycle to work scheme & season ticket loan
If you’re looking for a role where you can add real value and continue developing your technical expertise, I’d be keen to speak with you. Apply today
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