At a Glance
- Tasks: Support a senior Financial Adviser in delivering bespoke financial advice to high-net-worth clients.
- Company: Respected London-based financial planning firm with a focus on client relationships.
- Benefits: Competitive salary up to £60k, hybrid working, and professional development opportunities.
- Other info: Dynamic role with opportunities for growth in a prestigious firm.
- Why this job: Engage directly with affluent clients and make a real impact in their financial journeys.
- Qualifications: Experience as a paraplanner and strong communication skills.
The predicted salary is between 55000 - 60000 £ per year.
Client-Facing Paraplanner London (hybrid) | High-Net-Worth Ultra-High-Net-Worth Clients An established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base.
This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process.
The Role Working in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations.
You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning experience.
Key Responsibilities Attend client meetings alongside the Adviser, taking detailed technical notes.
Prepare and present cashflow modelling reports using Voyant.
Assist in the development of tailored financial planning recommendations.
Produce high-quality, bespoke suitability reports.
Liaise directly with HN...
Client Facing Paraplanner, London (hybrid), Basic to circa £60k employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
