Paraplanner - Boutique Wealth Management | London | Up to £55,000
London (hybrid — 3 days office, 2 days home)
£45,000 – £55,000 plus bonus and benefits
The firm
A small, highly regarded wealth management practice in central London, advising a private client base of business owners, professionals and retirees. The team is deliberately small, the client work is genuinely bespoke, and nobody here is a number.
The role
You'll work directly alongside two senior financial planners, taking full ownership of the technical side of the advice process:
- Preparing suitability reports across pensions, investments, IHT and protection
- Research and product comparison, including cashflow modelling
- Attending client meetings where useful, and taking the technical lead on more complex cases
- Working with the planners to shape recommendations rather than simply writing them up
What we're looking for
- Level 4 Diploma qualified, or close to completion
- Two or more years in a paraplanning or technical support role within financial planning
- Comfortable writing suitability reports independently
- Someone who enjoys the technical detail and wants a say in the advice, not just the paperwork
Sector:
- Financial Services
- Financial Planning
