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Chartered Paraplanner

  • City of London, London
  • Permanent
  • £55,000 to £70,000

Job details.

Are you a talented Chartered Paraplanner looking to make a significant impact within a prestigious and award-winning wealth management business? Our client, a leading firm in London, is seeking a highly skilled and dedicated professional to join their dynamic team as a technical expert.

Position: Chartered Paraplanner

Location: London (Hybrid - 3 days work from home, 2 days in office)

Salary: Up to £70,000 plus bonus and benefits

About the Company:

Our client is a renowned wealth management firm based in London, celebrated for its excellence and multiple industry awards. The firm prides itself on providing top-tier financial services and fostering a modern, open-plan working environment. With a commitment to professional growth and work-life balance, they offer a flexible working arrangement that includes three days a week working from home.

Role and Responsibilities:

As a Chartered Paraplanner, you will be the technical go-to person within the business. Your primary responsibilities will include:

  • Providing expert technical support and analysis for complex financial planning cases.
  • Preparing detailed and accurate reports, research, and recommendations.
  • Assisting financial advisors with high-level technical queries and client presentations.
  • Ensuring compliance with industry regulations and company policies.
  • Collaborating with the advisory team to develop and implement financial strategies.

Qualifications and Skills:

  • Chartered status via the Chartered Insurance Institute (CII) is essential.
  • Extensive experience in a paraplanning role within the wealth management or financial planning sector.
  • Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.
  • Excellent analytical, report writing, and communication skills.
  • A proactive and detail-oriented approach with a passion for staying on the technical side of the market.

What We Offer:

  • Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.
  • A supportive and collaborative team environment.
  • Modern, open-plan office in the heart of London.
  • Flexible working arrangement with three days a week working from home.
  • Opportunities for professional development and career progression.

If you are a dedicated and highly skilled Chartered Paraplanner looking to join a prestigious and forward-thinking wealth management firm, please apply.

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

Contact Us

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