We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.
Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.
The Role:
This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.
Key Responsibilities:
- Preparing detailed suitability reports and financial planning documentation
- Conducting technical research across pensions, investments, tax planning and protection
- Supporting advisers with complex client cases, particularly within the HNW/UHNW space
- Liaising with internal teams, including discretionary investment managers
- Ensuring all work is compliant with current regulations and internal standards
Requirements:
- Proven experience working as a Paraplanner within a wealth management or IFA environment
- Strong technical knowledge across financial planning areas
- Experience supporting high-net-worth clients is highly desirable
- Diploma qualified (or working towards Chartered status preferred)
- Excellent attention to detail and report writing skills
What’s on Offer:
- Fully remote working
- Competitive salary up to £62,000 (depending on experience)
- Strong bonus structure
- Comprehensive benefits package
- Opportunity to work with a highly regarded firm and complex client base
- Potential for a permanent position following the initial contract
This is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
