At a Glance
- Tasks: Deliver high-quality wealth planning advice and support advisers in client interactions.
- Company: Respected wealth management firm with prestigious UK clients.
- Benefits: Competitive salary, bonuses, and a vibrant office environment.
- Other info: Engaging role with opportunities for client interaction and career advancement.
- Why this job: Shape client outcomes and progress to an adviser role in just three years!
- Qualifications: Experience as a Technical Paraplanner and strong attention to detail.
The predicted salary is between 55000 - 60000 £ per year.
Are you looking for an opportunity to work with a growing firm that offers beautiful offices and some of the most prestigious clients in the UK? They are a highly respected wealth management firm seeking an experienced Technical 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
Paraplanner - Route to Adviser in 3 years! employer: Financial Divisions
Join a prestigious wealth management firm in London that not only offers a competitive salary and bonus structure but also fosters a vibrant work culture focused on employee development and client excellence. With beautiful offices and the opportunity to work with sophisticated clients, this role as a Paraplanner provides a clear pathway to becoming an Adviser within three years, ensuring you grow both professionally and personally in a supportive environment.
