At a Glance
- Tasks: Provide tailored paraplanning support and prepare comprehensive reports for private clients.
- Company: Respected wealth management firm with a supportive and collaborative culture.
- Benefits: Salary up to £60k, hybrid working, and excellent career development opportunities.
- Other info: Work closely with dedicated Financial Advisers in a dynamic environment.
- Why this job: Join a growing team and build meaningful client relationships while advancing your career.
- Qualifications: Diploma-qualified Paraplanner with strong communication and analytical skills.
The predicted salary is between 41850 - 51150 £ per year.
Paraplanner | Wealth Management | Career Progression | Hybrid Working + Benefits + Excellent Career Development Opportunities Are you a Diploma-qualified Paraplanner looking to take the next step in your wealth management career?
I'm working with a highly respected and growing wealth management firm that is seeking a talented Paraplanner to join its collaborative and supportive team.
This is an excellent opportunity to work closely with dedicated Financial Advisers, gaining exposure to a broad range of complex client needs while building a long-term career within a business that genuinely invests in its people.
Unlike many larger organisations where paraplanning support is pooled, this role offers the chance to work directly with a small number of advisers, enabling you to develop deeper client relationships and gain valuable insight into the full advice process.
The Opportunity You will provide comprehensive paraplanning support across a portfolio of private clients, ensuring wealth planning recommendations are clear, compliant, and tailored to individual client objectives.
Key responsibilities include: Preparing suitability reports and annual review documentation Producing cashflow modelling and financial planning analysis Reviewing client risk profiles and investment objectives Supporting advisers during client meetings and following up on actions...
Paraplanner Wealth Management Career Progression Hybrid Working - Salary up to £60k + Benefits employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
