Senior Paraplanner – Elevate Your Financial Planning Career
Salary up to £65,000 + Full Benefits + Discretionary Bonus(Hybrid Working Available)
Are you a Chartered Financial Planner looking to step up your career in a highly respected, independent wealth management firm? Do you thrive on working with high-net-worth (HNW) clients with complex financial planning needs? If so, this Paraplanner role could be the perfect fit.
Why Join Us?
Work closely with a Senior Financial Adviser, supporting a successful team in delivering holistic financial planning to HNW individuals.
Engage with sophisticated clients, many of whom are investment professionals, providing strategic financial planning and wealth management advice.
Join a Corporate Chartered firm, recognised for its ethical practice and outstanding service.
Enjoy a flexible work environment, with a mix of office and home-based working.
The Role – Key Responsibilities
Client Meetings & Financial Planning: Attend client meetings, take detailed notes, and provide tailored technical follow-ups.
Cashflow Modelling & Suitability Reports: Build lifetime cashflow models (ideally using Voyant) and produce comprehensive suitability letters.
Complex & Technical Queries: Handle in-depth client queries on investments, pensions, tax planning, and asset allocation.
Regulatory & Compliance: Stay updated with legislative and regulatory changes, ensuring full compliance.
Team Collaboration & Leadership: Support and mentor administrators on technical matters, ensuring a seamless client experience.
What We’re Looking For
Experience in an independent wealth management or IFA setting, ideally in a paraplanning role with direct HNW client exposure.
Chartered Financial Planner (CII) or equivalent – essential.
Deep knowledge of investment, pensions, tax planning, trusts, pension transfers, and asset allocation.
Experience with Voyant (cashflow modelling) and Intelliflo is highly desirable.