PTA (m/w/d) Voll- oder Teilzeit

Description

We’re working on behalf of a prestigious Chartered financial planning firm in Central London to find an experienced Paraplanner to join their growing team.

What You’ll Be Doing:

Writing suitability reports across pensions, investments, and protection

Conducting research and cashflow modelling

Supporting advisers with client strategies and technical analysis

Ensuring compliance and liaising with providers and clients

What We’re Looking For:

Diploma in Regulated Financial Planning (DipPFS or equivalent)

2+ years of experience as a Paraplanner within an IFA or wealth firm

Strong technical and report writing skills

Comfortable using platforms like Intelligent Office or FE Analytics

What’s on Offer:

Paraplanner – Chartered Firm | London | Hybrid

£45,000 – £55,000 + Bonus + Benefits

Permanent | Full-time |

Blakemore Recruitment

This is a fantastic opportunity to work in a high-calibre environment that values technical expertise, professional development, and a strong client-first ethos. The firm offers full support for further qualifications and promotes a healthy work-life balance with hybrid flexibility.

£45,000 – £55,000 basic salary (DOE)

Discretionary bonus + full benefits

Hybrid working (2 days from home)

Supportive, professional environment with career progression