Fram Search is assisting a wealth management firm in London to recruit an experienced Paraplanner. You will support the advisory team, prepare detailed suitability reports, and conduct technical research for high-net-worth clients.
You will develop financial planning recommendations, produce lifetime cashflow models, and participate in client meetings alongside advisers. Knowledge of pensions, investments, trusts, IHT and taxation is essential; Voyant/Intelliflo experience is advantageous.
#J-18808-LjbffrSenior Paraplanner for Wealth Planning (HNW Clients) employer: Fram Search
Join a well-established boutique Financial Services firm in Greater Manchester that prioritises a people-first culture and offers a supportive work environment. As an Office Manager, you will enjoy autonomy in your role while contributing to a collaborative team atmosphere, with opportunities for personal growth and the chance to make a meaningful impact on both internal culture and client experience.
