Paraplanner: Hybrid Wealth Advisory for Client Impact

Westminster Wealth Management; Greater London; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

Westminster Wealth Management is seeking a proactive Paraplanner to join a small team of high performers in hybrid London working from the office as required. You will create and deliver advice, including suitability reports, maintain professional client communication, and ensure FCA compliance with strong attention to detail and a client-centered approach.

The role requires at least 2 years in finance and near completion of DipFS, with opportunities for professional development and recognition

Qualifications

• Minimum 2 years' experience in the finance industry.
• Completed or near completion DipFS.
• Strong communication and relationship-building abilities.

Responsibilities

• Create and deliver advice, including suitability reports and supporting documentation.
• Maintain consistent, professional communication so clients feel informed and valued throughout.
• Manage servicing tasks with precision.
• Stay compliant with FCA regulations and standards.
• Uphold exceptional attention to detail in all written work.

Skills

Communication skills

Interpersonal skills

Relationship building

Attention to detail

Education

DipFS (completed or near completion)

Job description

Westminster Wealth Management is seeking a proactive Paraplanner to join a small team of high performers in hybrid London working from the office as required. You will create and deliver advice, including suitability reports, maintain professional client communication, and ensure FCA compliance with strong attention to detail and a client-centered approach.

The role requires at least 2 years in finance and near completion of DipFS, with opportunities for professional development and recognition