Senior Paraplanner


Company 

Heat Recruitment

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £55,000 Per Annum

Job Requirements/Description

Senior Paraplanner, The City, £50,000 - £55,0004 days office / 1 day WFH

Opportunity to join an established, independent wealth management firm known for delivering bespoke financial planning to high-net-worth individuals and business owners. We're assisting them with an experienced Senior Paraplanner role to support continued growth and play a key role in the delivery of high-quality, compliant advice.

This company are supported by one of the largest and highly regarded Financial Advisory firms in the UK.

The Role:

  • Write detailed suitability reports on complex planning scenarios - pensions, investments, tax planning.

  • Act as a senior technical resource for advisers and paraplanners, also mentoring junior members of staff.

  • Conduct in-depth product and fund research; support advisers in client meetings where needed.

  • Shape the advice process and help refine internal processes.

Requirements:

  • DipPFS qualified (Chartered or working towards is a bonus).

  • 4-5+ years' paraplanning experience with high-quality report-writing and analytical skills

  • Excellent knowledge of FCA rules, tax-efficient planning, and complex advice scenarios.

  • .Ability to communicate and build relationships with high-net-worth clients.

Why Join:

  • Be part of a respected, forward-thinking firm with a collaborative, high-trust culture.

  • Influence process improvements and shape advice delivery.

  • Strong salary, pension, holiday, and study support package.

Company 

Heat Recruitment

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £55,000 Per Annum

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