Job details.
Published: about less than a minute ago
Technical Paraplanner / Trainee Financial Planner
A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years.
About the Opportunity
The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These clients, many of whom have not previously received advice, fall into the ultra-high-net-worth category, with assets under management (AUM) ranging from £5–20 million.
The Role
This position involves supporting two Chartered Financial Planners with high-level paraplanning responsibilities, primarily focused on pensions and investments. The role is designed to evolve into an advisory position, providing a clear pathway for professional growth.
Main Responsibilities
- Preparing and analysing detailed financial planning reports, including pension and investment advice, for UHNW clients.
- Undertaking technical research to support high-quality client outcomes.
- Supporting the preparation of cash flow analyses and financial models to underpin client recommendations.
- Assisting in the preparation of client meetings and attending these alongside the Financial Planners to gain hands-on experience.
- Maintaining accurate client records and ensuring compliance with all standards.
- Collaborating with Financial Planners to develop tailored, holistic financial plans.
Candidate Profile
- Chartered or actively working towards Chartered status.
- Strong technical knowledge in pensions and investments.
- Ambitious and eager to transition into an advisory role within two years.
- Excellent communication skills and a proactive approach to problem-solving.
- High level of integrity, discretion, and attention to detail.
Package
- Salary up to £55,000 (potentially higher for the right candidate).
- Annual discretionary bonus.
- Comprehensive support for professional development and qualifications.
- Flexible working arrangements, including home-based options.
Technical Paraplanner / Trainee Financial Planner
A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years.
About the Opportunity
The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These clients, many of whom have not previously received advice, fall into the ultra-high-net-worth category, with assets under management (AUM) ranging from £5–20 million.
The Role
This position involves supporting two Chartered Financial Planners with high-level paraplanning responsibilities, primarily focused on pensions and investments. The role is designed to evolve into an advisory position, providing a clear pathway for professional growth.
Main Responsibilities
- Preparing and analysing detailed financial planning reports, including pension and investment advice, for UHNW clients.
- Undertaking technical research to support high-quality client outcomes.
- Supporting the preparation of cash flow analyses and financial models to underpin client recommendations.
- Assisting in the preparation of client meetings and attending these alongside the Financial Planners to gain hands-on experience.
- Maintaining accurate client records and ensuring compliance with all standards.
- Collaborating with Financial Planners to develop tailored, holistic financial plans.
Candidate Profile
- Chartered or actively working towards Chartered status.
- Strong technical knowledge in pensions and investments.
- Ambitious and eager to transition into an advisory role within two years.
- Excellent communication skills and a proactive approach to problem-solving.
- High level of integrity, discretion, and attention to detail.
Package
- Salary up to £55,000 (potentially higher for the right candidate).
- Annual discretionary bonus.
- Comprehensive support for professional development and qualifications.
- Flexible working arrangements, including home-based options.
Sector:
- Financial Services
- Financial Planning
