Graduate Paraplanner

Heat Recruitment
16 Apr 2017
16 May 2017
Contract Type
Full Time

A fantastic opportunity has been created in central London for a candidate who is looking to develop into a paraplanner or advisor with a reputable wealth management firm.

The firm are very well established independent firm that provide financial advice on all aspects of financial planning. They have a considerable client base and following a period of particularly strong growth, they are looking to recruit a Junior paraplanner who fits well within the culture of the business and can assist them in delivering their services as the business continues to grow.

They offer an excellent package, exam support and guidance from some highly technical and qualified professionals who will aid in your development.

About the Role:

  • You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
  • Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant
  • Provide high quality technical, administrative and research support to the advisers
  • Provide input to the Research Manager on the suitability of new systems or procedures
  • Assist in the development of less experienced members of staff


  • Previous experience working within IFA Practice would be preferable
  • Educated to degree level 2.1 or above.
  • Working towards the Level 4 Diploma would be advantageous
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research
  • Good time management and the ability to organise and prioritise workload