Paraplanner - Wealth Management, Hybrid, London, Up to £50,000 bonus

Overview

Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you\''ll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base.Role

Provide research and technical support to Financial PlannersDraft compliant advice reports and prepare recommendationsAttend client meetings, capturing detailed and accurate notesBuild and present cash flow models using VoyantCarry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunitiesCollaborate with advisers in case reviews and annual planning sessionsMentor junior team members and support wider team developmentLiaise with clients and providers to ensure smooth case progressionAbout You

Diploma (Level 4) qualified, with at least 3 years\'' financial services experienceProven paraplanning background with HNW clientsStrong knowledge of Voyant, CRM systems and MS OfficeOrganised, proactive, and able to work to deadlinesProfessional, empathetic, and discreet in client dealingsWhat\''s on Offer

Salary up to £50,000 bonusHybrid working model (office and home)Collaborative, supportive team environment with ongoing developmentIf you\''re looking to take the next step in your paraplanning career, this is an excellent opportunity to join a high-performing team that genuinely values its people.Please contact Joanna at Financial ..... full job details .....