Paraplanner - City of London - £40k - £43k

£40,000 - £43,000 yearly
  • Recruit UK
  • London, UK
  • 22/07/2020
Full time Paraplanner

Job Description

• Please mention Financial Planning Jobs when applying for this role • 

Job Title: Paraplanner

Industry: Financial Services

Location: City of London

Salary: Circa £40,000

Reference Number: 14790

  • Are you an experienced, Diploma qualified Paraplanner?
  • Are you looking for a modern firm that offers flexibility to work from home?
  • Do you want a position with progression opportunity and the chance to lead a team?


This is a rare opportunity which would suit anyone answering ‘Yes’ to the above.


Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in the City of London to join a forward-thinking financial planning firm.

They are a modern company, established by experienced Advisers with the aim of offering a fresh, innovative approach to financial planning. They are looking for an experienced Paraplanner to join their friendly team of 3 Advisers and 3 support staff. You would be the most senior Paraplanner in the team so, to be considered, you must have strong technical skills with competency writing compliant suitability reports for complex cases and conducting cash flow analysis. The firm offers flexible working, with the option to work 2 days per week from home.

Given the company structure, you must enjoy working in a small, close-knit team environment. As this position offers progression opportunity, the firm is looking for someone with evidence leadership skills and ambition to manage a small team, which would involve distributing workloads and training junior staff members.

What’s in it for you?

  • Work for a forward-thinking firm
  • Work alongside highly qualified, experienced financial planners
  • Flexible working – 2 days per week from home
  • Opportunity to progress into a management role
  • Attend client meetings
  • Good benefits, including private health care
  • Competitive salary circa £40,000 (negotiable on experience)


Skills and experience required:

  • Must be Level 4 Diploma qualified (CII or LIBF)
  • Must have at least 2 years’ paraplanning experience
  • Strong understanding of the financial planning process
  • Experience writing suitability reports
  • Strong understanding of compliance and regulations
  • Leadership skills and desire to progress to team management
  • Skilled multi-tasker who can prioritise and plan workloads


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a forward-thinking financial planning firm based in the City of London on a Paraplanner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs when applying for this role •