At a Glance
- Tasks: Provide wealth planning and prepare suitability reports for clients.
- Company: Join a global Wealth & Investment Management business with a strong reputation.
- Benefits: Competitive salary of £55–£65k, with opportunities for progression.
- Why this job: Gain client-facing experience and develop your career in advising or management.
- Qualifications: Experience as a Paraplanner and knowledge of compliance and financial advice.
The predicted salary is between 55000 - 65000 £ per year.
J A McGlynn is seeking two experienced Paraplanners to join a global Wealth & Investment Management business, offering £55–£65k dependent on experience. The role provides client-facing exposure with opportunities for progression into Advising or management, and strong long-term development potential.
Responsibilities include:
- Wealth planning for UK & international clients
- Ensuring compliant fee advice
- Preparing suitability reports
- Cash flow analysis
- Supporting advisers with technical matters
Senior Paraplanner: Wealth Planning & Client Impact employer: J A McGlynn
As a leading global Wealth & Investment Management business, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Paraplanners enjoy competitive salaries, exceptional client-facing opportunities, and the chance to advance into advisory or management roles, all while working in a supportive environment that values innovation and collaboration.
