Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.
In this role, you will work closely with a Senior Financial Adviser. This close collaboration with a single adviser will allow you to handle the paraplanning process from cradle to grave and establish strong working relationships with the high net work clients. Your responsibilities will include preparing high-quality advice and tailored client recommendations. This position is perfect for a proactive, self-motivated, and well-organised professional seeking a dynamic and collaborative workplace.
Joining this forward-thinking firm means you’ll be part of a supportive team that prioritises professional growth. You’ll receive full support for further qualifications, helping you deepen your expertise and advance within the firm.
Duties will include:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details and provide comparisons for analysis.
- Prepare, research and produce annual reviews; inc. drawdown pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile.
- Fully understand compliance procedures.
What’s in it for you:
- Competitive salary up to £55k
- Hybrid working arrangement (post-probation)
- Birthday leave
- 33 days of annual leave (including bank holidays) with the option to purchase additional days
- Opportunity to work with high-net-worth (HNW) clients
- Comprehensive benefits package: life insurance (DIS), flexible benefits, pension scheme
- Employee Assistance Programme for mental health support
- Join a collaborative paraplanning team
- Early finish on Fridays
- Access to a company benefits and discounts platform
- Various salary sacrifice schemes for health and insurance needs
- Full study support to aid your professional development
Skills and experience required:
- Diploma (Dip PFS) or equivalent (open to part qualified paired with strong experience)
- Paraplanning experience (3 years+)
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 leading Financial Advice Company based in London on an experienced Paraplanner role. If you do not hear from us within 7 days you have been unsuccessful.
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.
