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Senior Paraplanner - High-Net-Worth Clients - Westminster, Central London£50,000 - £65,000 depending on experience
Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? We’re working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its close-knit and high-calibre team.
The Firm
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A small, high-performing team, working with 2 Chartered Advisers and an experienced Investment Management team
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They work with high net-worth clientele and family clients
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Well-established and now reaching capacity - they feel it's a good time to bring in extra support for the Advisers
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This is an office based position, based from their beautiful Central London site. Some flexibility to work from home ad hoc.
The Role
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Work closely with the Advisers to support them in managing and servicing a sophisticated client base.
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Sit in client meetings from the outset, being very much involved in the process.
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High-level technical paraplanning with exposure to both wealth and investments.
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Structured career progression: stay in pure Paraplanning or take the route to Adviser in the future.
Who They're Looking For
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Diploma qualified and near to Chartered (or strong experience and working towards it).
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Experience working in a Paraplanner role, and technically excellent with deep knowledge of wealth and investment planning.
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Professional and quality client relationship skills - able to engage with high-net-worth clients from day one.
What’s On Offer?
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Competitive salary in line with experience and expertise.
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A supportive, team-oriented environment with room to grow professionally.
This is a fantastic opportunity for a Senior Paraplanner who values quality, professional development, and a great working culture. If you fit the bill and want to learn more, apply now!
