Paraplanner

Overview

If you’re a Diploma-qualified Paraplanner with a couple of years’ solid experience under your belt and you’re ready to step into something more established and supportive, this could be just the move.

Our client is a well-regarded wealth management firm near Orpington with a close-knit, professional team and a reputation for doing things properly — no drama, no chaos, just good quality financial planning and people who take pride in their work. They’re now looking for a Paraplanner who enjoys the technical side of the role and wants to grow within a stable business.

• You’ll work closely with the Financial Advisers, producing clear, compliant suitability reports, carrying out research across pensions, investments and protection, and helping ensure every recommendation is accurate, well-documented and suitable for the client.
• Day to day, you’ll be preparing reports, handling technical research, supporting advisers with case preparation, liaising with providers to keep business moving, and maintaining accurate client records — the bread-and-butter of good paraplanning, done properly.

• Level 4 Diploma qualified with at least two years’ paraplanning experience
• Strong technical knowledge
• Sharp attention to detail
• Confidence to manage your own workload while being a team player

Salary is up to £45,000
, alongside the stability of an established business and clear room to grow as your experience develops.

If you’d like to explore this properly (no hard sell, just an honest conversation), send your CV to .