At a Glance
- Tasks: Support private clients with wealth planning and deliver high-quality advice.
- Company: Prestigious wealth management firm with beautiful offices in London.
- Benefits: Competitive salary, bonus, and comprehensive benefits package.
- Other info: Opportunity for long-term progression and client interaction.
- Why this job: Engage with sophisticated clients and shape their financial futures.
- 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 not only a beautiful offices to work in but some of the most prestigious clients in the UK.
They are highly respected wealth management firm and 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 international clients Completing annual suitability revie...
