Paraplanner - Central London - Salary £50k - 60k + bonus + excellent benefits

I am recruiting for a fantastic new Opportunity, with a well-established, wealth management practice, with a strong footprint in the industry and looking to continue to grow the business organically. They are looking for a qualified Paraplanner to join their professional and friendly team.

My client is looking for an experienced Paraplanner who would like to transition into an Adviser at a point in the future (3+years). You will be supporting Advisers with suitability reports for HNW/UHNW clients, attending client meetings and getting to know the clients so these relationships will be embedded.

You will play a pivotal role in supporting the Advisers with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role where you will be preparing annual reviews, presenting cash flow modelling and research and recommendations. You will attend client meetings so must be confident and eloquent with being in a client facing Paraplanner role.

The ideal candidate will be Level 4 diploma qualified, and looking to work towards Chartered status. . My client is a prestigious Wealth Manager and pride themselves on the ethical and holistic work they do with clients. Ideally you will be happy to be part of a team and be part of their future growth. The Company have cultivated a truly collaborative and supportive environment.

If you are an experienced Paraplanner looking for a Company that can support you achieving your career aspirations, then look no further and apply now for immediate consideration. Please note the role is fully hybrid after induction with 2/3 days in office and the rest from home.

If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner and provide you with mentoring to become an Adviser then please do email your CV to Ursula Sloan at Financial Divisions