Financial Divisions
Middlesex Ct, Harrow HA1, UK
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...