Paraplanner - Supporting a Top Performing Partner - London, Hybrid - Salary up to £45k + bonus
I'm currently working with a highly respected wealth management firm looking to appoint a Paraplanner to support one of its leading Partners.
This is a rare opportunity to work alongside a highly successful adviser responsible for managing over £100m of client assets , providing exposure to complex financial planning cases and high-net-worth clients.
For a paraplanner looking to develop their technical expertise and work closely with an experienced adviser, this role offers genuine long-term career development and the opportunity to become an integral part of a successful advice team.
The Role
You'll work directly with the Partner and be responsible for:
- Research and financial planning analysis
- Preparing suitability reports and recommendation reports
- Cashflow modelling and technical support
- Assisting with client review meetings and ongoing planning strategies
- Provider and product research
- Liaising with clients and third parties where required
- Supporting the delivery of complex financial planning solutions
What We're Looking For
- Previous experience within an IFA, Financial Planning or Wealth Management firm
- At least 2 years' paraplanning or technical administration experience
- Diploma qualified or working towards Chartered status
- Strong technical knowledge of pensions, investments and protection planning
- Excellent report-writing skills and attention to detail
- Desire to learn and develop within a high-performing advisory team
Why Consider This Role?
- Directly support a Partner managing over £100m of client assets
- Exposure to complex and high-value client cases
- Work within a highly respected wealth management business
- Genuine technical development and progression opportunities
- Hybrid working environment
This opportunity would suit an ambitious Administrator looking to step into paraplanning or an existing Paraplanner seeking broader exposure and closer involvement with a highly successful adviser.
To discuss confidentially, contact Ursula Sloan at Financial Divisions.