At a Glance
- Tasks: Support private clients with tailored wealth planning advice and technical expertise.
- Company: Prestigious wealth management firm known for its client-focused approach.
- Benefits: Competitive salary, bonus structure, and comprehensive benefits package.
- Other info: Opportunity for long-term progression in a dynamic and supportive environment.
- Why this job: Shape client outcomes while engaging in meaningful client interactions and complex scenarios.
- Qualifications: Experience in paraplanning and strong technical knowledge required.
The predicted salary is between 55000 - 60000 £ per year.
A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients.
This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression.
If you’re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.
The Opportunity As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice.
You’ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios.
This is not a pure back-office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.
The Role Suitability report writing - clear, compliant, technically robust Wealth planning research for UK international clients Completing annual suitability review letters Ensuring clients understand the key features of the advice provided Producing cashflow modelling and long-term planning analysis Reviewing client...
