Client-Facing Paraplanner City of London - Hybrid - Salary £55-65k + discretionary bonus
Ready to take your Paraplanning career beyond report writing?We''re working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner.This is not a back-office paraplanning role. You''ll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews, and helping clients make informed decisions about their financial future.If you enjoy building relationships, thrive in a collaborative environment, and want to play a visible role in delivering outstanding client outcomes, this could be the opportunity you''ve been waiting for.The OpportunityWorking from a modern City of London office, you''ll support Director-level Financial Planners and high-net-worth clients across a broad range of advice areas including: Investments Pensions and pension transfers Protection planning Tax-efficient strategies Ongoing wealth management reviewsYou''ll attend client meetings, prepare and deliver high-quality suitability reports, undertake technical research, manage annual review programmes, and ensure clients receive a first-class experience at every stage of the advice process.What You''ll Bring 3-5+ years'' Paraplanning experience within a Financial Planning firm Diploma qualified (Level 4) and progressing towards Chartered status Strong technical knowledge across pensions, investments and protection Experience ..... full job details .....
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