Senior Paraplanner – HNW Wealth & Client Strategy

Eden Resourcing; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Eden Resourcing in London is assisting a well-established Wealth Management firm to appoint a Senior Paraplanner with client management experience. You will conduct detailed analysis on complex cases and prepare in-depth suitability reports for HNW clients.

You will cover pensions (including transfers and divorce), investments, protection, tax and estate planning, ensuring high standards of accuracy and compliance, with extensive client interaction.

Qualifications

• Experience in conducting detailed analysis of complex financial cases.
• Extensive knowledge of Pension, Investment, Tax and Estate Planning.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct detailed analysis to provide in-depth reports for High Net Worth clients.
• Compile information into suitability reports with Advisors to deliver findings and recommendations.
• Ensure research meets accuracy and compliance standards.

Skills

Client management

Paraplanning

Technical knowledge

Pensions

Investments

Job description

Eden Resourcing in London is assisting a well-established Wealth Management firm to appoint a Senior Paraplanner with client management experience. You will conduct detailed analysis on complex cases and prepare in-depth suitability reports for HNW clients.

You will cover pensions (including transfers and divorce), investments, protection, tax and estate planning, ensuring high standards of accuracy and compliance, with extensive client interaction.