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Salary: £40,000 - £50,000 per annum DOE, plus benefits package (including private health insurance).
Location: North West LondonHydrogen has been instructed by a leading Wealth Management firm seeking a skilled Paraplanner/Analyst to join their dynamic and expanding wealth management team. This is an exciting opportunity to support a client base primarily composed of retirees and those nearing retirement, ensuring their portfolios are structured to deliver long-term financial security and peace of mind.
Key Responsibilities:
- Prepare high-quality suitability reports, cash flow plans, and annual client reviews.
- Assist in managing and monitoring client portfolios to ensure alignment with investment mandates.
- Conduct research on investment opportunities to support portfolio decisions.
- Ensure compliance with FCA regulations and internal policies.
- Provide administrative and technical support to wealth managers and advisors.
- Attend client meetings and maintain professional relationships with clients and third parties.
- Experience: A minimum of 4+ years in Paraplanning or senior financial administration within UK Wealth Management or IFA environments.
- Qualifications: Diploma in Financial Planning (DipPFS) or equivalent Level 4 qualification (e.g., RO1-RO6, CFP, or AF certifications advantageous).
- Skills: Strong proficiency in financial planning software (e.g., Voyant) and the Microsoft Office suite. Exceptional written and verbal communication skills.
Due to the high volume of applications received, we regret that we cannot respond individually. If you have not heard from us within two weeks of submitting your application, please assume it has not been successful on this occasion.For more information or a private and confidential consultation, please contact Beth Kean at .
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