We’re currently recruiting for a Paraplanner to join a leading Asset Manager with offices in London.
This firm specialises in providing comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, and corporate financial planning, tailored to meet individual and family needs. The firm currently has 6 UK offices with around £2B AUM.
They emphasise a modern approach, using advanced technology and maintaining transparency to help clients build, protect, and manage their wealth.
The firm is currently seeking a paraplanner to join their team. The ideal candidate will support financial planners in preparing detailed financial plans, conducting research, and providing administrative assistance. This role requires a keen eye for detail, strong analytical skills, and the ability to work effectively within a team environment.
The firm values professionalism and offers a supportive work culture, providing opportunities for career growth and excellent progression.
Candidate Profile
- Diploma qualified – essential
- Strong technical knowledge across all tax wrappers with experience of pensions (SIPP&SSAS, contributions including TAA)
- Must have report writing experience and be a self-starter
- Cash flow modelling experience – preferably
- Worked in the HNW area (investable assets of £1m+) across wealth builders and those in decumulation – preferably
Package:
- Salary up to £50,000 (Potentially higher for the right person)
- Annual Discretionary Bonus
- Excellent Benefits Package
- Hybrid working with up to three days each week working from home
Sector:
- Financial Services
- Financial Planning
