Paraplanner: Hybrid Wealth Advisory for Client Impact

Paraplanner: Hybrid Wealth Advisory for Client Impact

Full-Time No working from home possible
Westminster Wealth Management

Westminster Wealth Management is seeking a proactive Paraplanner to join a small team of high performers in hybrid London working from the office as required. You will create and deliver advice, including suitability reports, maintain professional client communication, and ensure FCA compliance with strong attention to detail and a client-centered approach.

The role requires at least 2 years in finance and near completion of DipFS, with opportunities for professional development and recognition

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Paraplanner: Hybrid Wealth Advisory for Client Impact 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.

Westminster Wealth Management

Contact Details:

Westminster Wealth Management Recruitment Team