Paraplanner - London - £55,000 - £60,000 base + bonus + benefits
A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression.If you''re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.The OpportunityAs a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You''ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios.This is not a pure back-office role, you''ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.The RoleSuitability report writing - clear, compliant, technically robustWealth planning research for UK and international clientsCompleting annual suitability review lettersEnsuring clients understand the key features of the advice providedProducing cashflow modelling and long-term planning analysisReviewing client risk-profiling reportsSupporting advisers with technical analysis and case guidanceAttending client meetings, taking notes, and following up on actionsWhat They''re Looking ForProven experience as a Paraplanner within ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!