Financial Divisions
Paraplanner
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Paraplanner / Research & Analysis Associate 📍 London | Hybrid Opportunity 💰 £38,000 - £44,000 + Outstanding Benefits
Are you a detail-oriented Paraplanner looking to join a firm that genuinely invests in its people?
I'm working with a successful independent financial planning business seeking a Research & Analysis Associate to support Financial Advisers and senior Paraplanners in delivering exceptional outcomes for clients.
This role is ideal for someone who already has experience within an IFA environment and enjoys technical research, report writing, and managing the end-to-end new business process.
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You'll need:
- At least 3 R0 qualifications completed
- Progress towards DipPFS
- Experience supporting IFAs
- Strong pensions and investment knowledge
- Experience preparing suitability reports
- Confidence using provider platforms and CRM systems
- Excellent communication and organizational skills
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What's on offer?
- Competitive salary of £38,000 - £44,000
- Quarterly bonus potential
- Private medical insurance
- Gym membership
- Exam support and annual allowance
- Pension contribution
- Annual overseas team trips
This is an excellent opportunity to join a respected team where professional development is actively encouraged and rewarded.
📩 Interested? Get in touch for more information.
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