Paraplanner - WEALTHLINK RECRUITMENT LTD : Job Details

Paraplanner

North London

Hybrid ( 2 days home)

Salary - Up to £60,000

I'm currently working with a highly regarded and long-established independent wealth management firm in North London, who are looking to appoint a Paraplanner to join their growing team.

This business is known for its outstanding reputation and genuine commitment to staff development. Whether you're looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations for a Paraplanner.

Key Responsibilities of the Paraplanner:

• Prepare comprehensive documentation ahead of report writing stages
• Use modern financial planning tools to develop accurate, client-focused solutions
• Produce high-quality, compliant suitability reports
• Ensure all advice is delivered in line with FCA regulations
• Collaborate closely with Advisers to gather detailed client information

• Maintaining and managing compliance and regulatory requirements

What's on Offer:

• Hybrid/flexible working arrangements
• Private medical insurance and a healthcare cash plan
• Supportive, collaborative team environment with genuine progression opportunities

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge and experience in a paraplanning role

If you're ready to take the next step in your career to be a Paraplanner with a firm that truly values its people, get in touch today. Send your CV to rehana@wealthlinkrecruitment to find out more.