Paraplanner

4 weeks ago


London, United Kingdom Eden Rose Full time

Paraplanner Blackheath | £35,000 – £45,000 + Benefits A highly regarded, Chartered Financial Planning practice in Blackheath a is seeking an experienced Paraplanner to join their established and forward-thinking team. With a genuine client-first approach, this firm focuses on delivering truly personalised, long-term financial planning. This role offers the opportunity to be part of a collaborative and professional environment where quality, integrity and clarity are at the heart of everything they do. The Opportunity: Working closely with Chartered Financial Planners, you will be involved in the full financial planning process – from conducting research and preparing suitability reports to attending client meetings and helping shape strategic advice. This is an ideal role for a Level 4-qualified (or nearly qualified) Paraplanner looking to join a values-led business that prioritises team wellbeing, professional development and excellent client outcomes. What's needed to be considered: * Ideally hold the CII or LIBF Level 4 Diploma (or working towards it) * Previous paraplanning experience within a Financial Planning or IFA environment * Strong technical knowledge, particularly in pensions and investments * Excellent communication and analytical skills * A collaborative, detail-oriented and proactive approach Benefits * Competitive salary £35,000–£45,000...


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