Is This Your Next Role as a Paraplanner?
If attention to detail and genuine care for clients are things you take pride in, this role is built for you.
What Makes This Role Different
You'll be joining a small team of high performers, united by a commitment to excellence and exceptional customer standards. Your commitment to the role will be matched by professional development opportunities at the highest level, with genuine recognition for what you bring.
What You'll Do
- Create and deliver advice, including suitability report writing and supporting documentation.
- Maintain consistent, professional communication so clients feel informed and valued throughout.
- Manage servicing tasks with precision.
- Stay compliant with FCA regulations and standards.
- Uphold exceptional attention to detail in all written work.
Who You'll Be Working With
As part of the team, you'll be working directly alongside a Partner at Westminster Wealth Management, who also holds the role of Head of Sales - a genuinely top-performing adviser with a strong track record.
You'd be joining an independent, privately owned firm managing over £2.5 billion in client assets, with Chartered Financial Planner status and recognition as a Top Rated Advice Firm.
What You'll Bring
- A drive to see tasks through, with a focus on high-quality outcomes.
- Confidence on the phone, strong communication skills, and the ability to build relationships.
- Strong interpersonal skills.
- A willingness to learn from mistakes and reflect on your work.
- A minimum of 2 years' experience in the finance industry.
- Completed (or near completion) DipFS.
What Success Looks Like
- Advice cases completed accurately and within the agreed timeframe.
- Clients feel informed and confident at every step.
- Work that meets the highest compliance and accuracy standards.
- Tasks completed to specification, with nothing left undone.
The Details
- Hours: Full-time, 37.5 hours per week (Monday to Friday, 9:00–5:30).
- Location: Hybrid, with flexibility to work from the London office as needed.
Why This Role Is for You
This is a role for someone ready to grow, both professionally and personally - committed to excellence, open to learning from challenges, and ready to contribute to a team that values that.
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Paraplanner employer: Westminster Wealth Management
Join a dynamic Wealth Management team in London, where you will thrive in a supportive and flexible environment that values professionalism and precision. With opportunities for personal growth and the chance to work closely with high-net-worth clients, this role offers a unique blend of independence and collaboration, ensuring no two days are the same. Enjoy competitive benefits, including 25 days of holiday and a trusted culture that encourages your development as the team expands.
Contact Details:
Westminster Wealth Management Recruitment Team
