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A well-established investment management firm seeks a Paraplanner to provide high-quality support in their new wealth planning division. This role involves analyzing client information and utilizing financial planning tools to ensure personalized advice aligned with client objectives, requiring at least 5 years of financial services experience.
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Mason Blake
london (west end), United Kingdom
Other
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Yes
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4
06.06.2025
21.07.2025
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A well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach.
The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning. 4 days a week in the office.
KEY PURPOSE OF THE ROLE:
To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.
ROLE RESPONSIBILITIES:
Job Summary:
Additional Responsibilities:
SKILLS & EXPERIENCE:
Core Role Requirements:
ESSENTIAL QUALIFICATIONS: