Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click


  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £30000 - £50000 per annum

  • Contact:

    Alex Cranford

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:


BWD are pleased to be working in partnership with a successful and highly respected IFA firm in London, who are looking to recruit a Technical Paraplanner.

• Are you a Paraplanner looking for a succession plan for the future?
• Are you looking for a role where you can be more client facing, and have a greater level of client ownership?
• Would you like a greater level of autonomy and the chance to put your own stamp on things?
Then this could be the ideal opportunity for you.

On a daily basis you will work alongside and support the Financial Advisers.

Take full responsibility for research, preparation and implementation of advice and recommendations, including cash flow and retirement forecasts and ongoing review of client affairs
Ensure completeness of client file/data gathering
Confirm risk profile, capacity for loss and knowledge and experience is determined and update
Attend client meetings, if required
Identify and obtain information necessary to compile clients’ recommendations
Assisting Financial Adviser identifying areas for planning
Carry out technical calculations

In order to apply you will need to be:

• 3 years+ experience as a Paraplanner
• Fully Level 4 Diploma qualified and ideally working towards Chartered
• Happy to provide meeting support when required

For further details, please do not hesitate to contact me on 0113 426 0781