Senior Paraplanner & Operations Lead – Wealth Management

Senior Paraplanner & Operations Lead – Wealth Management

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Your Resourcing Partner Ltd

At a Glance

  • Tasks: Provide technical and operational support to Financial Advisers while enhancing client experience.
  • Company: Leading wealth management practice located in the City of London.
  • Benefits: Competitive salary, mentorship opportunities, and a focus on professional growth.
  • Other info: Opportunity to develop a deep understanding of wealth management systems.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in business support and a passion for client service.

The predicted salary is between 50000 - 65000 Β£ per year.

Your Resourcing Partner Ltd is recruiting a Senior Business Support Executive for a leading wealth management practice in the City of London.

The role focuses on technical and operational support for Financial Advisers, with mentorship responsibilities and a strong emphasis on client experience.

You will support diary management, data integrity, and regulatory compliance while developing a deep understanding of internal systems and processes.

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Senior Paraplanner & Operations Lead – Wealth Management employer: Your Resourcing Partner Ltd

Join a prestigious wealth management practice in the heart of the City of London, where you will not only provide high-quality technical support but also mentor and develop junior colleagues. With a commitment to professional growth, this role offers ongoing development opportunities and a clear pathway to leadership within a client-focused environment. Enjoy a competitive salary, generous annual leave, and the chance to be part of a dynamic team dedicated to delivering exceptional client experiences.

Your Resourcing Partner Ltd

Contact Details:

Your Resourcing Partner Ltd Recruitment Team

We think you need these skills to ace Senior Paraplanner & Operations Lead – Wealth Management

Technical Support
Operational Support
Client Experience Management
Diary Management
Data Integrity
Regulatory Compliance
Mentorship