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Boutique Wealth Management Practice
Are you an experienced Paraplanner ready to make a real impact? Join a modern and dynamic boutique wealth management firm dedicated to delivering innovative financial solutions to wealthy families and business owners. We pride ourselves on meaningful relationships, forward-thinking strategies, and a culture that supports your long-term success.
?? The Role
As part of a close-knit team of three, including an experienced Financial Planner, Relationship Manager, and Administrator, you’ll contribute to a client-focused environment with exposure to family law, estate planning, and trust corporation services.
?? Key Responsibilities
- Update and maintain CRM client records.
- Research and prepare materials for client meetings, financial plans, annual reviews, and correspondence.
- Craft bespoke presentations for financial planning and wealth preservation.
- Collaborate in drafting financial plans and tailored communications.
�? You’ll Bring
Essential
- Level 4 Diploma in Financial Planning
- Minimum 2 years of report writing experience
- Intermediate to advanced proficiency in Excel
- 3+ years of experience in financial planning or wealth management
Desirable
- Familiarity with Voyant and CURO software
- Strong understanding of pensions and inheritance tax (IHT)
�? What We Offer
We believe your career should support your future—not just today, but every step ahead. Our benefits include (but are not limited to):
- Flexible working arrangements
- Exposure to high-value clients and holistic planning strategies
- A supportive team culture that values knowledge-sharing and collaboration
?? Whether you’re looking to elevate your skills or find meaning in your next professional chapter, this is an opportunity worth exploring.
?? Apply today and build a future that matters.
