London Paraplanner Opportunities!
Award-Winning Independent Financial Planning Business!
Recruit Wealth is 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.
Due to 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. Flexible hybrid working is offered.
