The Coast Partnership Ltd
Paraplanner - Remote
Paraplanner - Remote at The Coast Partnership Ltd, based in London, South East England, paying £40,000 - £50,000 per annum. This is a permanent role.
- Pay
- £40,000 - £50,000 per annum
- Hours and contract
- Permanent · On site
- Location
- London, South East England
- Closing date
- Sector
- Finance & Accounting
23% below the typical rate for finance & accounting
Reference 57385269
About the role
Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.
Key Responsibilities:
- Assisting a high producing IFA Principal.
- Dealing with Wealthy private clients portfolio's.
- Attend client meetings and record comprehensive notes
- Draft detailed, compliant suitability reports
- Conduct product and investment research
- Build cashflow models and support complex planning
- Liaise with providers and manage review prep
- Play a key role in ensuring a seamless client journey
About You:
- Level 4 Diploma qualified (
- Experience in a Paraplanning role within an IFA
- Strong technical skills and attention to detail
IT Skills
- Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
- Previous experience using report writing software is a distinct advantage.
- Previous experience of all the main Platforms and IO will be advantageous
The role is offered on a full time basis
Reference: 57385269 · Posted 4 hours ago · Closes 4 Nov 2026 · Listed via The Coast Partnership Ltd
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