Senior Paraplanner, Wealth Management , Financial Planning

JR United Kingdom; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading Boutique Wealth Management firm in London seeks a Senior Paraplanner to support Wealth Managers and manage HNW/UHNW client portfolios. The role involves financial planning support, client interaction, and compliance tasks. Ideal candidates will have a minimum of 3 years' experience and Level Diploma 4 qualification, along with strong communication and decision-making skills.

Qualifications

• Minimum 3 years’ experience in a similar role within Wealth Management.

Responsibilities

• Support Wealth Managers in managing HNW/UHNW client portfolios.
• Prepare meeting summaries, cash flow plans, and follow-ups.
• Run performance reports and ensure compliance with guidelines.

Skills

Communication

Decision-Making

Attention to Detail

Education

Level Diploma 4

Job description

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Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

The Company:

An established Boutique Wealth Management firm specialising in Ultra High Net Worth and Investment Management.

The Role:

The Senior Paraplanner will support a team of Wealth Managers in managing HNW / UHNW client portfolios and assist in growing the business while providing high-quality client service and support.

The Senior Paraplanner will offer financial planning support, maintain client relationships, prepare and implement recommendations, manage client files, perform CGT calculations, and handle various reporting and monitoring tasks.

There will be significant face-to-face interaction with clients, including preparing meeting summaries, cash flow plans, and follow-ups.

The role involves running performance reports regularly, working with platform and service providers, and ensuring compliance with guidelines.

The Candidate:

Minimum 3 years’ experience in a similar role within Wealth Management, with knowledge of pensions.

Working towards or holding Level Diploma 4 qualification.

Good attitude, quick learner, hardworking, with strong communication, decision-making, and attention to detail skills.

Ability to work effectively in a fast-paced environment and interact with staff at all levels.