A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London.
Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional.
The RoleWorking closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports.
The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team.
Key Responsibilities*Conduct technical research across pensions, investments, protection and tax planning solutions
*Prepare high-quality, client-centric suitability reports and recommendation documentation
*Support Wealth Planners in delivering holistic financial planning advice
*Assist with cashflow modelling and technical analysis
*Draft and coordinate technical documentation for client meetings
*Act as a technical point of reference for colleagues
*Mentor and support junior paraplanners within the team
*Contribute to process improvements and best practice across the paraplanning function
Requirements*Significant experience within a paraplanning role supporting financial advisers or wealth planners
*Strong technical knowledge across pensions, investments, protection and tax planning
*Experience producing high-quality suitability reports
*Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Progress towards Chartered status or Advanced Diploma desirable
*Excellent analytical, organisational and communication skills
*Experience using financial planning systems and cashflow modelling tools is advantageous
The OpportunityThis role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team.
Package*Salary circa £55,000 – £62,000
*Discretionary bonus
*Pension
*Private medical insurance and additional benefits
*Hybrid working after initial probation period
If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.