Vacancy Detail


Recruit Wealth are delighted to be representing one of our largest Wealth Management and Financial Planning clients who are now seeking an experienced Paraplanner for their London operation.

This well known and highly regarded national brand are very keen to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage high net worth clientele.

Your role will be to conduct detailed research and create reports of the client’s current situation in the short, medium and long term relating to their financial goals whilst working closely with the Financial Adviser.

The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business.

You will have in depth knowledge of Pensions, Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious, modern and forward thinking firm.

A full job description from the business is available on application. The company is ideally looking for a January start if possible, however, subject to notice periods are willing to wait longer if necessary.

Please note:The business has invested heavily in their offices across the UK and so the expectation will be to work from the office in the long term but home working whilst restrictions are in place.

A very generous salary and company benefits are all available within this role.

Location: City, London | Salary: 48000 - 54000 per | Job type: Permanent | Posted: 17/11/2020