Job Information

An established and highly-respected firm of Wealth Managers in London City now requires a trainee, part qualified Paraplanner to join their existing team.

This role is key within the financial advisory team. The right individual will have at least 2 years’ experience of working within an IFA, already paraplanning or coming from a Senior IFA Administrative background.

Key responsibilities

• You will be required to complete compliant suitability reports for the partners and advisors.
• Answering to client queries and being a 2nd point of contact for the client.
• Research the most suitable products for clients on behalf of the financial advisor.
• Working under pressure and with tight deadlines is an absolute must within this role.
• The ambition to rise through the ranks and work towards becoming an advisor.


The candidate MUST have worked within an IFA environment for 2 years and be a finalist in their Diploma or desirably being Level 4 Diploma qualified already.

If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

If you are interested please apply within and one of our consultants will be in touch.