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- Senior Paraplanner
- London (Hybrid)
- Competitive Salary and Benefits
Our client is well-established and forward-thinking financial planning firm dedicated to delivering exceptional advice and support to their UHNW clients. They are looking for an experienced Senior Paraplanner to join their dynamic team.
As an experienced Paraplanner, you'll play a key role in supporting their Financial Planners by preparing high-quality reports, researching financial products, and using cashflow modelling tools (primarily Voyant) to create tailored, effective financial plans.
Role & Responsibilities:
- Collaborate closely with Financial Planners to understand client goals and develop financial strategies.
- Use Voyant to produce cashflow models and visual financial plans.
- Prepare suitability reports, technical analysis, and recommendations across pensions, investments, and protection.
- Conduct product research and maintain compliance with regulatory requirements.
- Assist in the development of internal processes and best practices.
Do you have the following to apply?
- Qualified to Level 6 (or close to achieving qualification)
- Minimum 5 years experience as a Paraplanner dealing with UHNW clients.
- Working knowledge of Voyant software would be highly beneficial.
- Strong knowledge of Pensions, Tax, Protection and Structured Products
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
