Paraplanner

London Paraplanner Opportunities! Award-Winning Independent Financial Planning Business! Recruit Wealth are delighted to be representing one of London’s highly regarded Independent Financial Planning businesses in their search for multiple talented Paraplanners. This is a genuinely exciting opportunity to join a fully independent, award-winning wealth management firm that continues to experience exceptional growth, adviser expansion and increasing client demand. With over 150 professionals across the business and in excess of £3 Billion Assets Under Management, our client has built an outstanding reputation for delivering truly holistic financial planning alongside first-class client care. As a result of continued growth and several newly appointed Financial Planners joining the business, there is now a significant need for additional Paraplanning support to help drive advice delivery and maintain the exceptional standards the firm is known for. The business is looking to appoint 2 to 3 experienced and technically capable Paraplanners to work closely alongside high-performing Financial Planners managing sophisticated and varied client portfolios. Why This Opportunity Stands Out * Join a highly respected, fully independent financial planning business * Work alongside successful, established Financial Planners * Be part of a collaborative, professional and supportive culture * Genuine long-term career development and progression opportunities * Strong emphasis on professional development and qualifications * Flexible and hybrid working arrangements available * Excellent salary and comprehensive staff benefits package The Role This is a broad and technically focused Paraplanning position where you will play a key role in supporting advisers and helping deliver outstanding client outcomes. You will be heavily involved in: * Preparing high-quality suitability reports * Conducting technical research and analysis * Supporting client review processes * Assisting with portfolio and investment administration * Working closely with advisers to deliver holistic financial planning solutions Key Responsibilities Client Support & Relationship Management * Assist with onboarding new clients including KYC and AML processes * Maintain accurate client records and investment documentation * Respond to client and adviser queries professionally and efficiently * Prepare documentation for client meetings and reviews Technical Research & Report Writing * Conduct financial planning and investment research * Build detailed suitability reports for adviser review * Prepare technical analysis using FE Analytics and provider platforms Investment & Operational Support * Process investment instructions and client transactions * Support portfolio valuations and investment proposal preparation * Liaise with platforms and providers regarding settlements and transfers * Ensure all processes are completed accurately and efficiently About You To be considered, applicants should ideally demonstrate: * Minimum 1 to 2 years of competent Paraplanning experience * Level 4 Diploma qualified (or close to completion) * Strong technical knowledge across financial planning products and solutions * Excellent written communication and report writing skills * High attention to detail and organisational ability * Experience using advanced financial planning back office systems * A professional, team-oriented and proactive approach Excellent salaries, staff benefits and a professional, collaborative working culture are all available. Flex/Hybrid working is of course offered. Please get in touch with us here at Recruit Wealth for an immediate response to your application