Paraplanner

Senior Paraplanner

Salary £60k DOE plus a discretionary annual bonus and excellent benefits.

Central London

Hybrid working, 3 days WFH & 2 days office, plus greater flexibility.

This is an exciting opportunity to join a leading financial management firm committed to delivering personalised financial planning and investment services. The Senior Paraplanner position is a newly created role that will report directly to the Financial Planning Director and provide support to a growing team. The ideal candidate will have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and will be Chartered or actively working towards Chartered status.

Responsibilities as Senior Paraplanner:

• Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
• Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
• Respond to client queries where appropriate
• Support the Financial Planner in managing and delivering the ongoing client service strategy
• Prepare Annual Review documentation, including cashflow modelling where appropriate
• Proactively work with the Paraplanning Manager and team to deliver results

What you will need to succeed as Senior Paraplanner:

• Client-centric approach with excellent communication and organisational skills.
• Strong understanding of the advice process and ability to identify appropriate solutions for clients.
• Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
• Excellent understanding of risk and governance frameworks and the regulatory environment
• Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent (ideally Chartered or working towards)
• 3 to 4 years proven experience as a Paraplanner
• Must have strong technical paraplanning experience
• Experience of working with UHNW and HNW clints.

Benefits

• Competitive salary and benefits package
• Opportunities for professional development and career progression as a Financial Advisor.
• Supportive and collaborative work environment
• Flexible working arrangements
• Comprehensive health and wellness programs

Next steps/how to apply

If you are interested in this opportunity, please submit your CV outlining your suitability for the role. We look forward to hearing from you!