London | Hybrid Working (Up to 3 Days from Home)
£45,000 - £60,000 + Bonus + Exceptional Benefits
A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London.
This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects.
The Opportunity
Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience.
You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning.
Key Responsibilities
- Produce high-quality suitability reports and financial planning recommendations.
- Conduct technical research to support client reviews and new business advice.
- Attend client meetings alongside Financial Planners and prepare detailed meeting notes.
- Brief advisers on key client issues ahead of meetings.
- Liaise directly with clients to gather information and clarify requirements.
- Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes.
- Contribute to the continuous improvement of processes, templates and best practice.
- Manage your own workload effectively whilst maintaining exceptional standards.
- Keep up to date with industry, tax and legislative developments.
About You
To be considered for this opportunity, you should possess:
- Diploma in Financial Planning (or equivalent) or be working towards completion.
- Previous experience within a Paraplanning role.
- Strong technical knowledge across pensions, investments and financial planning.
- Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax.
- Experience supporting Financial Planners within a client-facing wealth management environment.
- Excellent report writing, research and communication skills.
- Chartered status or progress towards Chartered would be advantageous.
Package & Benefits
- Basic salary £45,000 - £65,000
- Annual discretionary bonus
- 10%+ employer pension contribution
- Private Medical Insurance
- Health Screening
- Life Assurance
- Income Protection
- Sharesave Scheme
- Season Ticket Loan
- Flexibens
This is a fantastic opportunity for an ambitious Paraplanner looking to join a highly respected wealth management business that offers genuine career progression, excellent benefits and a supportive culture.