At a Glance
- Tasks: Support UHNW families with research, cashflow modelling, and technical planning.
- Company: BWD Search & Selection, a values-led firm focused on wealth planning.
- Benefits: Competitive salary up to £75,000, hybrid working, and full study support.
- Other info: Clear career progression and exposure to pensions and trusts.
- Why this job: Join a collaborative team and make a real difference in wealth management.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
BWD Search & Selection is seeking a technical right-hand Paraplanner to support UHNW families within our Private Office.
You will own research, cashflow modelling, technical planning and the preparation of suitability reports, with the Lead Adviser providing oversight.
This role offers hybrid working, full study support, clear career progression and a collaborative, values-led culture.
Competitive salary up to £75,000, with discretionary bonus and benefits, and exposure to pensions, trusts,
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Technical Paraplanner for UHNW Wealth Planning 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
