Senior Paraplanner – Complex HNW Wealth Planning (Hybrid)

Senior Paraplanner – Complex HNW Wealth Planning (Hybrid)

Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Manage complex high-net-worth cases and provide expert technical support.
  • Company: Boutique wealth management firm in London with a focus on high-net-worth clients.
  • Benefits: Attractive salary, hybrid working, bonus opportunities, and sponsorship for Chartered status.
  • Other info: Dynamic environment with opportunities for professional growth and development.
  • Why this job: Make a real impact in wealth planning while mentoring junior paraplanners.
  • Qualifications: Experience in paraplanning and strong technical knowledge in wealth management.

The predicted salary is between 50000 - 60000 Β£ per year.

Financial Divisions in London is seeking a Senior Paraplanner to handle genuinely complex, high-net-worth cases and provide expert technical support within a boutique wealth management environment.

You will own complex cases from initial research through to final recommendations, mentoring junior paraplanners and contributing to the firm's technical committees.

The role offers hybrid working, a strong sponsorship path to Chartered status, and an attractive base salary of Β£50K-Β£60K with bonus.

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Senior Paraplanner – Complex HNW Wealth Planning (Hybrid) 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.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Senior Paraplanner – Complex HNW Wealth Planning (Hybrid)

Communication Skills
Problem-Solving Skills
Attention to Detail
Client Relationship Management
Adaptability
Project Management
Time Management