Paraplanner - International Clients

We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK''s leading wealth managers, managing £15 billion in client funds. Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant. The ideal candidate will: Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status.Have a minimum of 3-4 years'' experience in a similar role.Demonstrate a strong understanding of the financial planning process and associated compliance requirements.Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time.Possess experience in report writing and be technically proficient across all areas of financial planning.Be skilled in using financial planning tools, financial modeling, and back-office ..... full job details .....