We are looking for someone to act as the technical right-hand person to the Lead Adviser within our clients Private Office supporting UHNW families, a few highlights:
- Award-winning, Chartered Financial Planning firm + B Corp Certified
- Tech-enabled
- Genuine technical ownership – you'll drive the research, cashflow modelling, technical planning and suitability reports, with the Lead Adviser providing oversight and final sign-off
- Exposure to complex pensions, tax, trusts, estate planning and cashflow modelling
- Full study support, clear career progression and a collaborative, values-led culture
- Competitive salary up to c.£75,000, discretionary bonus and benefits.
They're looking for someone who enjoys technical financial planning, wants exposure to complex UHNW work and is looking to continue developing their career within a high performing business.
Open to experienced career Paraplanners as well as those with aspirations to transition into financial advice within 2–3 years.
#J-18808-LjbffrChartered Paraplanner | London employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
