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A well-established Independent Financial Advisory firm in London is seeking a highly skilled Senior Chartered Paraplanner to join their expanding team. This position offers the opportunity to work closely with the Director, playing a key role in providing technical support for UHNW clients, typically with assets of £5m and above. You will be responsible for delivering expert advice across pensions, investments, estate planning, and tax strategies, and presenting cash flow models to clients using Voyant. Your ability to conduct thorough research and provide actionable recommendations will be essential in helping clients achieve their financial objectives.
This role requires a Chartered Paraplanner with around 5 years of experience in both client-facing and technical paraplanning roles. The firm is in an exciting phase of growth, and this position offers the chance to be a key player in that expansion, providing excellent long-term career development opportunities, whether that be progression into advisory or management roles.
The company offers a collaborative and supportive working environment with a strong ethical focus, ensuring an excellent culture and the opportunity to work on a variety of interesting projects. The ideal candidate will have excellent communication skills, enjoy client interaction, and be eager to develop further within a business with ambitious plans for the future.
For a confidential discussion about this role, please reach out via email to Joanna at Financial Divisions.
