Wealth Planning Paraplanner - Client-Focused & Growth

Financial Divisions; Greater London; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Development through exams and training

Participation in industry events

Job summary

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding. The ideal candidate will have strong communication skills and experience in a similar role. The firm offers continuous development opportunities through training and industry events.

Qualifications

• Experience as a Paraplanner or similar in financial services.
• Strong communication skills for client interactions.
• Excellent organisation and attention to detail.

Responsibilities

• Support advisers with wealth planning analysis.
• Prepare suitability reports and cashflow modelling.
• Guide clients through onboarding processes.

Skills

Communication skills

Organisational skills

Proactive mindset

Tools

Microsoft Office

Collaboration tools

Job description

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding. The ideal candidate will have strong communication skills and experience in a similar role. The firm offers continuous development opportunities through training and industry events.