Head of Paraplanning & Strategy

Head of Paraplanning & Strategy

Full-Time On-site
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W1M Wealth & Investment Management seeks a Head of Paraplanning to lead, develop and manage the Paraplanning function, while shaping the Client Executive pathway.

As the senior Paraplanning representative, you will align with senior stakeholders to embed strategic direction, ensure technical excellence, regulatory compliance and best-in-class service for clients, with ongoing expansion plans and future hires.

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Head of Paraplanning & Strategy employer: W1M Wealth & Investment Management

As a leading UK wealth management firm, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to make meaningful contributions. With a strong focus on professional development and a commitment to ongoing learning, our Customer Care Consultants enjoy a hybrid working environment that balances flexibility with the opportunity to engage directly with clients and colleagues. Join us to be part of a dynamic team dedicated to delivering exceptional client experiences while navigating the complexities of regulatory compliance.

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Contact Details:

W1M Wealth & Investment Management Recruitment Team