Log In
Sign Up
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team.
This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future.
The Role
You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base.
Key responsibilities include:
- Preparing detailed suitability reports and recommendations
- Conducting research and analysis across pensions, investments, and protection
- Assisting with cashflow modelling and financial planning strategies
- Liaising with advisers, administrators, and providers
- Supporting the end-to-end advice process
Why This Role Stands Out
- Clear route to Adviser – the firm actively supports and develops paraplanners into client-facing roles
- Supportive, close-knit team – you’ll be part of a collaborative environment where your development is prioritised
- Exposure to high-quality advice work with experienced advisers
- A business that genuinely invests in its people and long-term careers
Working Pattern
- Harrow-based office
- Hybrid working available (typically 2–3 days from home)
- Flexible and understanding culture
Package
- Up to £50,000 basic salary (depending on experience)
- Study support for further qualifications
- Clear progression pathway into advising
- Stability within a growing IFA firm
Requirements
- Level 4 Diploma in Financial Planning (CII) – essential
- Experience in a paraplanning role within an IFA firm
- Strong technical knowledge across pensions and investments
- Excellent attention to detail and report writing skills
- Ambition to progress into an Adviser role
The Ideal Candidate
You’ll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.