Paraplanner - High Net Worth Clients, London, Hybrid, £45-50k + Benefits, 12 month Contract
New Today
12 month Fixed Term Contract
Join a forward-thinking wealth management firm dedicated to delivering expert financial planning to high-net-worth individuals. My client are seeking a meticulous and motivated Paraplanner to support Advisers and Directors in crafting tailored financial solutions.
About the Role
In this dynamic position, you’ll collaborate closely with experienced Consultants to provide technically robust financial advice. You’ll be responsible for producing suitability letters and reports, conducting in-depth research, and liaising with clients and internal teams to ensure the highest quality service. This is a high-trust role where autonomy, precision, and client focus are key.
Key Responsibilities
Prepare suitability letters and reports in line with FCA guidance
Research financial solutions and assist with complex client queries
Analyse raw client data for planning recommendations
Keep records and ensure compliance with AML, GDPR, and internal policy
Stay ahead of legislation and brief Consultants on regulatory updates
Mentor junior team members and maintain quality control across outputs
Qualifications & Experience
Diploma in Regulated Financial Planning (essential)
2+ years’ paraplanning experience in a client-facing technical r...
- Location:
- London
- Salary:
- £45,000 - £50,000 per annum
- Category:
- Accounting & Finance