Senior Paraplanner

New Yesterday

Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base. The Opportunity: You will play a key role in the advice process, taking ownership of complex cases and contributing to the overall success of the team. Key Responsibilities: Producing high-quality suitability reports Supporting advisers on complex financial planning strategies Carrying out detailed technical research Assisting with client meetings and planning discussions Supporting and developing less experienced team members Requirements: DipPFS qualified (Chartered desirable) Proven experience in a Senior Paraplanning role Strong analytical and communication skills Benefits: Hybrid working model Competitive salary + bonus Career progression within a well-established firm Support towards further qualifications
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Location:
London
Salary:
£60,000
Job Type:
FullTime
Category:
Accounting & Finance

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