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Paraplanner (IFA) - London, Harrow

Artemis Recruitment Consultants

Harrow, England, United Kingdom Full-time June 22, 2026
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Opportunity Description

Paraplanner (IFA) - London, Harrow

Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.

Key Responsibilities:

  • Adherence to Management System & Controls

  • Maintain an up to date knowledge of company policies and procedures

  • Ensure timely execution of adviser instructions

  • Work with colleagues to ensure adherence to company procedures and standards

  • Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer

  • Ensure all client documents and relevant correspondence is saved to client files to ensure advice files are complete

  • Maintain records according to the company standard

  • Effective Communication & Support

  • Communicate with...
  • Full-time Business Operations Specialists

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