Senior Wealth Planning Paraplanner - Flexible Hours

Senior Wealth Planning Paraplanner - Flexible Hours

Full-Time 56700 - 69300 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Wealth Planners in bespoke financial planning and mentor junior team members.
  • Company: Join Cazenove Capital, part of Schroders, a renowned global wealth manager.
  • Benefits: Flexible hours, CPD opportunities, and a collaborative work environment.
  • Other info: Dynamic team culture with excellent growth potential.
  • Why this job: Make a real impact on high-net-worth clients while developing your career.
  • Qualifications: Experience in wealth planning and strong mentoring skills.

The predicted salary is between 56700 - 69300 £ per year.

Cazenove Capital, the wealth planning arm of Schroders, is seeking a Senior Paraplanner.

You will support Wealth Planners in delivering bespoke financial planning for high-net-worth clients, attend client meetings where appropriate, and mentor junior team members.

The role offers exposure to CPD and development within a renowned global wealth manager.

Based in London, you will work with a collaborative Wealth Planning unit, contributing to client outcomes while upholding Schroders’ values of

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Senior Wealth Planning Paraplanner - Flexible Hours employer: Schroders

Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.

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Contact Details:

Schroders Recruitment Team

We think you need these skills to ace Senior Wealth Planning Paraplanner - Flexible Hours

Financial Planning
Client Relationship Management
Mentoring
Collaboration
High-Net-Worth Client Experience
Continuous Professional Development (CPD)
Communication Skills