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Senior Paraplanner

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Location

London

Salary £50000 - £65000
TypePermanent
WorkplaceOn-Site
Ref87724

Recruiter Managing This Role

Senior Paraplanner – High-Net-Worth Clients – Westminster, Central London

£50,000 – £65,000 depending on experience

Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? We’re working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its close-knit and high-calibre team.

The Firm

  • A small, high-performing team, working with 2 Chartered Advisers and an experienced Investment Management team

  • They work with high net-worth clientele and family clients 

  • Well-established and now reaching capacity – they feel it’s a good time to bring in extra support for the Advisers

  • This is an office based position, based from their beautiful Central London site. Some flexibility to work from home ad hoc.

The Role

  • Work closely with the Advisers to support them in managing and servicing a sophisticated client base.

  • Sit in client meetings from the outset, being very much involved in the process.

  • High-level technical paraplanning with exposure to both wealth and investments.

  • Structured career progression: stay in pure Paraplanning or take the route to Adviser in the future.

 

Who They’re Looking For

  • Diploma qualified and near to Chartered (or strong experience and working towards it).

  • Experience working in a Paraplanner role, and technically excellent with deep knowledge of wealth and investment planning.

  • Professional and quality client relationship skills – able to engage with high-net-worth clients from day one.

What’s On Offer?

  • Competitive salary in line with experience and expertise.

  • A supportive, team-oriented environment with room to grow professionally.

This is a fantastic opportunity for a Senior Paraplanner who values quality, professional development, and a great working culture. If you fit the bill and want to learn more, apply now!

 

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