At a Glance
- Tasks: Provide end-to-end paraplanning support across pensions, investments, and tax planning.
- Company: An established firm of Wealth Managers based in the heart of London.
- Benefits: Salary of £45,000 – £55,000 plus bonus, beautiful offices, and pod-style training.
- Other info: Position requires 3 days in the office per week.
- Why this job: Realistic route to Adviser with access to clients from day one.
- Qualifications: Strong technical knowledge in pensions and investments; experience with Voyant is advantageous.
The predicted salary is between 45000 - 55000 £ per year.
An established Firm of Wealth Managers, based in the heart of London, is looking for an experienced Paraplanner to join its growing team. The firm has been operating for many years and has a full team of financial advisers, looking after professionals, entrepreneurs and HNW private individuals across London and the UK. Clients typically hold between £300k and £5m+ in investable assets, with several clients above £10m. The business is built on long‑standing client relationships, supported by introductions through its connections with a number of professionals. Following a strong twelve months and a healthy flow of new business, the Director is now adding to the paraplanning team.
Responsibilities:
- You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT: preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.
Qualifications:
- Strong technical knowledge across pensions and investments
- Deep cash flow modelling understanding; experience with Voyant highly advantageous
Benefits:
- £45,000 – £55,000 basic salary plus bonus and benefits
- A collaborative team of experienced Paraplanners and advisers
- Beautiful offices with a pool table and free coffee
- Pod‑style training and support
- Access to clients from day 1!
Senior Paraplanner – Wealth Management employer: Financial Divisions
Join a well-established Wealth Management firm in London, offering a competitive salary and collaborative team environment. Enjoy beautiful offices with amenities like a pool table and free coffee, while working with high-net-worth clients from day one.
