Paraplanner

Nigel James Associates Ltd; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management company in London seeks an experienced Paraplanner to join their team. The successful candidate will work closely with Financial Planners on high-net-worth client portfolios, delivering tailored financial solutions and preparing comprehensive reports. This role promises professional development opportunities and a competitive salary within a supportive environment.

Benefits

Corporate benefits and bonuses based on performance

Warm, family-like atmosphere

Opportunities for growth and technical development

Qualifications

• Minimum of 3 years experience as a Paraplanner.
• Experience dealing with HNW clients on financial planning cases.
• Technically competent across products such as pensions, IHT, and estate planning.

Responsibilities

• Support 2-3 Financial Planners with HNW/UHNW clients.
• Prepare annual reviews and conduct market research for financial products.
• Create bespoke Suitability Reports.
• Perform Cash Flow Modelling.

Skills

Cash Flow Modelling

Suitability Reports

Investment Management

Education

Level 4 qualified

Chartered or working towards

Job description

3 days ago Be among the first 25 applicants

Nigel James Associates Ltd provided pay range

This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nigel James Associates Ltd

Nigel James Associates have been assigned by a leading wealth management company to secure an experienced Paraplanner to join their London team. This role will be working closely as part of a hub supporting 2-3 Financial Planners with their HNW/UHNW clients.

Requirements

You will have at least 3 years experience as a Paraplanner and be used to dealing with HNW clients on a variety of financial planning cases. Key responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT and estate planning. You will need to be a minimum of Level 4 qualified and ideally Chartered or working towards.

This is an opportunity to join a growing and highly reputable wealth management company that are leaders within the industry. For the right person they would look to offer an attractive and competitive basic salary, corporate benefits and bonuses based on individual and company performances. The business offers a warm, family-like atmosphere while maintaining a professional and grounded approach. It is highly focused on providing a client-centric experience. There is plenty of opportunity to grow within the role and to enhance your technical ability.

What next?

If you have the relevant skills and experience, and this role is of interest, please do apply. Alternatively, please contact us for further information.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Research, and Writing/Editing

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