About this role
London – Hybrid
£55,000–£65,000 + Hybrid (2 days onsite) + extremely good benefits + holiday + enhanced pension scheme + professional development
Are you an experienced Paraplanner looking for a position where you are genuinely valued within the advice process, working alongside advisers and supporting high-net-worth clients?
This is a fantastic opportunity to join an expanding national wealth management firm, recognised for its commitment to collaboration, professionalism and employee wellbeing.
Your primary responsibility will be to support advisers in delivering holistic financial planning to high-net-worth clients, working on complex cases and a broad range of financial planning requirements. Unlike more traditional back-office paraplanning positions, this role offers genuine involvement in the advice process, where you’ll confidently challenge recommendations where appropriate and contribute your technical expertise in a very client centric approach.
This is an excellent opportunity for an experienced Paraplanner with a strong technical foundation and a genuine client-first approach, who wants to be recognised for their contribution, continue developing professionally and play an active role within an ambitious and growing business.
The Role
*Providing high-level technical paraplanning support to Financial Advisers.
*Producing detailed analysis of clients' financial circumstances and objectives.
*Developing holistic financial planning strategies for high-net-worth individuals.
*Creating and presenting cashflow models to clients, helping them understand their financial position and future plans.
*Working with more complex planning solutions such as BPR, EIS, DIS and Family Investment Companies.
The Person
*Great experience working within a technical paraplanning position.
*Chartered status or be very close to achieving Chartered status (ideally within 1–2 exams).
*Strong knowledge of holistic financial planning and complex financial planning solutions.
*Experience supporting high-net-worth clients.
*Excellent attention to detail and the ability to manage competing priorities.