Client Facing Paraplanner, London (hybrid), Basic to circa £60k
Client-Facing ParaplannerLondon (hybrid) High-Net-Worth and Ultra-High-Net-Worth ClientsAn established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base.This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process.The RoleWorking in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations.You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning experience.Key ResponsibilitiesAttend client meetings alongside the Adviser, taking detailed technical notes.Prepare and present cashflow modelling reports using Voyant.Assist in the development of tailored financial planning recommendations.Produce high-quality, bespoke suitability reports.Liaise directly with HNW and UHNW clients throughout the advice process.Work collaboratively with accountants, solicitors and other professional advisers.Support the implementation of pension, investment and tax-planning ..... full job details .....
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