https://jobs.co.uk/job/paraplanner-wealthlink-recruitment-ltd--f91f2f79-83cd-41eb-9d34-10b8bfaa1a64 RSS feed for Paraplanner at WEALTHLINK RECRUITMENT LTD. en-gb Tue, 02 Jun 2026 16:56:50 GMT https://jobs.co.uk/job/paraplanner-wealthlink-recruitment-ltd--f91f2f79-83cd-41eb-9d34-10b8bfaa1a64 https://jobs.co.uk/job/paraplanner-wealthlink-recruitment-ltd--f91f2f79-83cd-41eb-9d34-10b8bfaa1a64 Mon, 01 Jun 2026 11:51:06 GMT Location: London | Salary: 10000-500000 Annual | Type: Permanent | ParaplannerLocation: London (City), Flexible office attendance (1-3 days per week)Salary: £50,000 - £70,000Duration: Full time, PermanentWe are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 millionDue to the nature of the clients you will be involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive.Key duties of the ParaplannerPreparing documentation for client review meetingsAttending and minuting client and prospect meetingsProduction of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modell... Permanent