At a Glance
- Tasks: Craft tailored financial plans and support Advisers in delivering top-notch client advice.
- Company: Prestigious wealth management firm serving high-net-worth clients.
- Benefits: Competitive salary, bonuses, full training, and career progression opportunities.
- Other info: Opportunity for rapid advancement to an advisory role.
- Why this job: Join a dynamic team and gain hands-on experience while shaping client relationships.
- Qualifications: Experience as a Paraplanner with a passion for client interaction.
The predicted salary is between 55000 - 60000 £ per year.
Our client is a highly respected, prestigious wealth management firm, serving high-net-worth clients and their dependents.
This role needs an experienced Paraplanner due to growth and expansion.
The ideal Individual will be someone who enjoys working with established clients and high net worth) and ideally wants a role that provides full training and support to progress to an advisory role in a short period of time.
If this sounds like you, we would love to speak to you.
The Opportunity As an experienced Paraplanner you will have a strong reputation for delivering high-quality, non-jargon-based relationship-led advice.
Working closely with an experienced Adviser, where you’ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future.
This isn’t just a back-office role, as a Paraplanner, you’ll be heavily involved in client interaction including client meetings and helping to formulate the recommendations and given real visibility across client relationships.
The Role Writing clear, compliant, and technically robust suitability reports.
Conducting detailed research across pensions, investments, protection, and tax planning.
Supporting Advisers in building tailored financial plans.
Producing cashflow modelling and long-term planning analysis.
