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Are you an experienced Paraplanner ready to take your career to the next level? Join an award-winning wealth management firm in London that offers a fantastic opportunity to work with High-Net-Worth (HNW) clients on complex technical cases. This is the perfect role for someone looking to grow their technical paraplanning skills and gain valuable client-facing experience.
Key Highlights:
- Competitive Salary: Up to £50k depending on experience
- Hybrid Working: Flexibility to work from home and the office
- Study Support: Full funding and mentoring to achieve your Chartered Status
- Client-Facing Role: Attend client meetings and provide direct support to advisers and clients
- Collaborative Team: Join a sociable, team-focused environment with a strong emphasis on work/life balance
- Career Development: Gain exposure to complex HNW technical cases and expand your paraplanning expertise
- Comprehensive Role: From creating detailed reports to cash flow modelling and providing recommendations
Responsibilities:
- Produce comprehensive reports and provide detailed recommendations to clients
- Assist advisers by attending client meetings and providing technical support
- Carry out cash flow modelling and help clients achieve their financial goals
- Work closely with the team to ensure client needs are met in a timely and accurate manner
- Use your expertise to help build strong, lasting relationships with clients and advisers
Requirements:
- CII Level 4 Diploma or equivalent (or working towards)
- 18+ months of paraplanning experience with a strong technical understanding
- Knowledge across areas such as pensions, investments, IHT, and tax planning
- Excellent communication skills, with the ability to liaise confidently with clients and advisers
- Proactive attitude towards personal and professional development
Why Join This Firm?
- Work-Life Balance: Enjoy the flexibility of hybrid working and a supportive team environment
- Career Progression: A genuine opportunity to develop your technical skills and progress your career
- Employee Wellbeing: The business is committed to supporting employees’ personal and professional growth
This is a fantastic opportunity to advance your career in a supportive, dynamic team with a company that values growth, development, and a healthy work-life balance.
Interested? Apply Now!
Send your CV to Laura McKendry at Financial Divisions to learn more about this exciting opportunity.
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