Jobs / Paraplanning / Exeter

Paraplanner

£40,000 – £50,000ExeterPermanentPosted 3 months ago

Paraplanner - Boutique Wealth Management | London | Up to £55,000
London (hybrid — 3 days office, 2 days home)

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

Applying

Four fields, then a person reads it.

No account, no portal, no twenty-minute form rebuilding your CV into boxes. Send the CV you already have.

Your CV lands with ThomasNot a shared inbox. The consultant who took this role on.
A person reads it, usually the same dayNot a keyword filter, and not a queue.
Nothing goes to the client without your say-soWe tell you who it is before anything is sent.

Also open

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