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Permanent

Paraplanner - Harrow Up to £45,000 + Long-Term Progression

Harrow
money-bag 40000.00-40000.00 Annual
3089589250
Posted Yesterday

Paraplanner - Harrow Up to £45,000 + Long-Term ProgressionIf you''re a Diploma-qualified Paraplanner looking for a role where your work is genuinely valued and your career can grow at a steady pace, this is well worth a look.Our client is an established wealth management firm based in Harrow, with a close-knit team and a strong reputation for delivering high-quality financial planning. They do things properly - collaborative, professional, and refreshingly drama-free. Following a period of growth, they''re now looking for an experienced Paraplanner to join them and become a key part of the team.You''ll work closely alongside the Financial Advisers, producing thorough and compliant suitability reports, conducting technical research across pensions, investments and protection, and ensuring every client recommendation is accurate, well-documented and appropriate. This is a role for someone who takes real pride in the technical side of paraplanning and wants the space to do it well.On a day-to-day basis, you can expect to be preparing suitability reports, supporting advisers with case preparation, liaising with providers, managing pipeline business and maintaining accurate client records - solid, rewarding paraplanning in a firm that appreciates attention to detail.The ideal candidate will hold their Level 4 Diploma, have at least two years'' paraplanning experience, and bring strong technical knowledge, a sharp eye for detail and the ability to manage their own workload effectiv

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