A leading Wealth Management business is currently seeking to recruit an experienced Paraplanner to join their team. The position offers hybrid working and can be based from either their London or Kent offices. Hybrid working consists of three days in the office and two days from home.
Our client is currently seeking to recruit for a technical Paraplanner, ideally with a DB pensions specialism. Although this is desirable, DB Pensions expertise isn’t essential.
Our client is a highly regarded Investment Bank, offering a wide range of services through its Wealth Management, Private Banking, and Investment Management divisions. This institution is known for its strong emphasis on personalised client service, fostering long-term relationships, and providing tailored financial solutions.
The Wealth Management division specialises in delivering high-level financial planning advice, investment strategies, and holistic solutions to meet the unique needs of clients, including High Net Worth and Ultra-High Net Worth individuals. With a global reputation for stability, professionalism, and innovation, this organisation is committed to helping clients achieve their financial goals while maintaining a focus on ethical and sustainable practices.
The Role
- Working within the Wealth Planning team providing high-level technical assistance to the Senior Financial Planners of the business.
Main Responsibilities
- Working closely with Financial Planners, their Associates, and the in-house tax team, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
- The areas of advice will include:
- Working alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertaking technical research, compiling financial planning recommendations.
- Undertaking a limited number of defined benefit pension transfer reviews.
- Attending meetings with Financial Planners, developing relationships with clients.
- Analysing client data and preparing cash flow analyses.
Package
- Salary up to £60,000
- Exceptional benefits package including a 15% pension
Sector:
- Financial Services
- Financial Planning
