Wealth Planning Paraplanner
London | Hybrid Working
Competitive Salary + Bonus + Excellent Benefits
A leading international wealth management and multi-family office business is seeking an experienced Wealth Planning Paraplanner to join its London-based team.
This is a rare opportunity to join a highly respected organisation that advises ultra-high-net-worth individuals and families on complex financial planning, wealth structuring, succession planning and intergenerational wealth matters.
Working alongside experienced advisers, Client Relationship Managers and Directors, you will become an integral part of a collaborative and technically focused team, supporting clients with sophisticated financial planning requirements.
The Role
As a Wealth Planning Paraplanner, you will play a key role in delivering high-quality advice and technical support to a prestigious client base.
Responsibilities include:
- Supporting the development of bespoke financial planning strategies
- Conducting detailed technical analysis of existing financial and legal arrangements
- Building and maintaining cashflow models and long-term planning scenarios
- Preparing suitability reports and client documentation
- Attending client meetings where appropriate
- Researching planning opportunities and technical solutions
- Supporting advisers with complex client cases
- Keeping up to date with financial planning, tax and regulatory developments
About You
To be considered, you should have:
- Previous experience within a Paraplanning role
- Level 4 Diploma qualification as a minimum
- Progress towards Chartered status would be advantageous
- Strong technical knowledge across pensions, investments and tax planning
- Experience supporting high-net-worth or affluent clients
- Excellent communication and report-writing skills
- A genuine passion for technical financial planning
What's on Offer?
- Exposure to complex and rewarding client work
- Opportunity to work with wealthy families and sophisticated planning cases
- Highly collaborative and technical working environment
- Ongoing professional development and study support
- Clear long-term career opportunities
- Competitive salary and benefits package
- Hybrid working
If you're looking to take your paraplanning career to the next level and work within a prestigious wealth management environment, we'd love to hear from you.