Paraplanner – Wealth Management, Hybrid, London, Up to £50,000 + bonus
other jobs Financial Divisions
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Paraplanner – Wealth Management | Hybrid
Location: London
Salary: Up to £50,000 + bonus
Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you’ll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base.
The Role
*Provide research and technical support to Financial Planners
*Draft compliant advice reports and prepare recommendations
*Attend client meetings, capturing detailed and accurate notes
*Build and present cash flow models using Voyant
*Carry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunities
*Collaborate with advisers in case reviews and annual planning sessions
*Mentor junior team members and support wider team development
*Liaise with clients and providers to ensure smooth case progression
About You
*Diploma (Level 4) qualified, with at least 3 years’ financial services experience
*Proven paraplanning background with HNW clients
*Strong knowledge of Voyant, CRM systems and MS Office
*Organised, proactive, and able to work to deadlines
*Professional, empathetic, and discreet in client dealings
What’s on Offer
*Salary up to £50,000 + bonus
*Hybrid working model (office and home)
*Collaborative, supportive team environment with ongoing development
If you’re looking to take the next step in your paraplanning career, this is an excellent opportunity to join a high-performing team that genuinely values its people.
Please contact Jo at Financial Divisions.
Location: London
Salary: Up to £50,000 + bonus
Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you’ll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base.
The Role
*Provide research and technical support to Financial Planners
*Draft compliant advice reports and prepare recommendations
*Attend client meetings, capturing detailed and accurate notes
*Build and present cash flow models using Voyant
*Carry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunities
*Collaborate with advisers in case reviews and annual planning sessions
*Mentor junior team members and support wider team development
*Liaise with clients and providers to ensure smooth case progression
About You
*Diploma (Level 4) qualified, with at least 3 years’ financial services experience
*Proven paraplanning background with HNW clients
*Strong knowledge of Voyant, CRM systems and MS Office
*Organised, proactive, and able to work to deadlines
*Professional, empathetic, and discreet in client dealings
What’s on Offer
*Salary up to £50,000 + bonus
*Hybrid working model (office and home)
*Collaborative, supportive team environment with ongoing development
If you’re looking to take the next step in your paraplanning career, this is an excellent opportunity to join a high-performing team that genuinely values its people.
Please contact Jo at Financial Divisions.
Job number 3459594
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
We are interested in ...