Heat Recruitment
London
Full Time
Permanent
£50,000 - £55,000 Per Annum
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.
Heat Recruitment
London
Full Time
Permanent
£50,000 - £55,000 Per Annum