Client-Facing Chartered Paraplanner with Equity

Financial Divisions; England; On-site; GBP 75,000; Full time

Benefits offered by this job

Market leading salary

Competitive benefits package

Equity opportunity

Direct mentorship

Collaborative team environment

Excellent training and job mentoring

Clear pathway for career progression

Job summary

A leading wealth management firm in London is searching for a Senior Paraplanner to manage client interactions and deliver tailored financial strategies. This role offers a competitive salary of up to £75k along with a comprehensive benefits package which includes equity in the business. Ideal candidates will possess strong technical expertise in financial planning along with exceptional client relationship skills and a desire for long-term career growth. Join a supportive team environment and enhance your career trajectory.

Qualifications

• Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning.
• Analytical, detail-oriented, and ambitious.
• Enjoys working closely with clients and building lasting relationships.
• Looking for a role that combines technical excellence with future client ownership.

Responsibilities

• Building complex, bespoke financial plans.
• Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning.
• Attending client meetings and contributing directly to advice delivery.
• Drafting complex reports and cash-flow models.
• Supporting clients with a first-class service alongside the Adviser and wider Administrator Team.

Skills

Technical expertise in pensions

Client relationship building

Analytical skills

Detail-oriented

Ambition

Job description

A leading wealth management firm in London is searching for a Senior Paraplanner to manage client interactions and deliver tailored financial strategies. This role offers a competitive salary of up to £75k along with a comprehensive benefits package which includes equity in the business. Ideal candidates will possess strong technical expertise in financial planning along with exceptional client relationship skills and a desire for long-term career growth. Join a supportive team environment and enhance your career trajectory.