Hybrid Paraplanner for HNW Clients

IDEX Consulting Ltd; England; Hybrid; GBP 61,200 - 74,800; Full time

Benefits offered by this job

Excellent company benefits

Superb development and training

Job summary

A modern financial planning firm based in West Sussex seeks a Paraplanner to support high net worth clients. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing client communications. The ideal candidate will possess strong technical knowledge in personal finance and a recognized qualification. The position offers a competitive salary of up to £68,000 plus excellent benefits and flexibility with hybrid working.

Qualifications

• Strong paraplanning experience with high net worth private clients.
• Demonstrable understanding of the financial planning process.
• History of continuous professional development.

Responsibilities

• Full analysis of clients' requirements and development of cash flow models.
• Construction of financial planning solutions (investment, retirement, tax).
• Preparation of letters and reports for clients.

Skills

Technical knowledge in personal finance

Understanding of regulatory framework

Experience with high net worth clients

Education

Chartered / level 6 certification

Job description

A modern financial planning firm based in West Sussex seeks a Paraplanner to support high net worth clients. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing client communications. The ideal candidate will possess strong technical knowledge in personal finance and a recognized qualification. The position offers a competitive salary of up to £68,000 plus excellent benefits and flexibility with hybrid working.