Senior Paraplanner, Wealth Management , Financial Planning

JR United Kingdom; Slough; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading Boutique Wealth Management firm seeks a Senior Paraplanner in Slough, specializing in high net worth client portfolios. The role includes offering financial planning support and client interaction, requiring strong communication, attention to detail, and a Level Diploma 4 qualification. This position is ideal for candidates with at least 3 years of relevant experience in a dynamic environment.

Qualifications

• Minimum 3 years' experience in a similar Paraplanner role within Wealth Management.
• Knowledge of pensions is required.
• Ability to interact effectively in a fast-paced environment.

Responsibilities

• Support Wealth Managers in managing HNW/UHNW client portfolios.
• Prepare cash flow plans and run performance reports.
• Maintain client relationships and perform CGT calculations.

Skills

Strong communication skills

Attention to detail

Decision-making abilities

Positive attitude

Quick learning ability

Education

Level Diploma 4 qualification

Job description

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Senior Paraplanner, Wealth Management, Financial Planning, Slough

Client: JJ SEARCH LIMITED

Location: Slough, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

06.06.2025

Job Description:

The Company:

An established Boutique Wealth Management firm specializing 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, assisting in business growth, and providing high-level client service and support.

Responsibilities include offering financial planning support, maintaining client relationships, preparing and implementing recommendations, managing client files, performing CGT calculations, and handling client reporting and account monitoring.

The role involves significant face-to-face client interaction, preparing meeting summaries, creating cash flow plans, gathering review documents, and analyzing reports. Additionally, the Senior Paraplanner will run performance reports and coordinate with platform and service providers as needed.

The Candidate:

Minimum 3 years' experience in a similar Paraplanner or financial planning support role within Wealth Management, with knowledge of pensions.

Working towards Level Diploma 4 qualification if not already achieved.

Must possess a positive attitude, quick learning ability, and a diligent work ethic.

Strong communication skills, decision-making abilities, and attention to detail are essential.

Ability to interact effectively with staff at all levels in a fast-paced environment, sometimes under pressure.