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plus Hybrid working, study support towards Chartered Status, exceptional work environment, social culture, and a comprehensive benefits package.
An award-winning, independent London-based financial advisory firm is seeking a Diploma-qualified Senior Paraplanner to join their team. Known for their client-centric culture, this firm places a strong emphasis on referrals and recommendations, ensuring their High Net Worth (HNW) clients receive holistic financial advice and unparalleled support. As the company continues to grow, they are looking for a Paraplanner with 18 to 24 months of solid paraplanning experience, particularly with complex HNW cases.
This fully client-facing role offers the opportunity to work directly with two Advisers, supporting a diverse and interesting client portfolio. You will play a key role in building and nurturing relationships with both the Advisers and clients, providing full paraplanning support, including preparing detailed reports, cash flow modelling, and making tailored recommendations. This is a great opportunity for professionals confident in client interaction and eager to contribute to a collaborative team.
In addition to offering full support towards achieving Chartered Status, the firm provides a structured mentoring program, ensuring that you receive guidance and development as you work with highly technical and varied HNW client portfolios. The company also fosters a vibrant, social working environment with hybrid working options, beautiful office conditions, and a strong sense of camaraderie within the team.
To be considered, you must hold a CII Level 4 qualification and have a minimum of 18-24 months of dedicated paraplanning experience. If you're excited about this client-facing opportunity and ready to take your career to the next level, please get in touch to discuss further details. Please send your cv to Joanna Clark.
