Experienced Paraplanner for HNW Clients

2 days ago


London, Greater London, United Kingdom Financial Divisions Full time
Paraplanning Expert for HNW Clients

We are seeking an experienced Paraplanner to provide full technical paraplanning support to a Financial Adviser working with High Net Worth clients.

Key Responsibilities:

  • Support the Principal Partner of the firm across HNW Clients
  • Attend Client meetings with the Adviser, action all post meeting paraplanning requirements
  • Full ownership of the end-to-end paraplanning cycle including cashflow modelling, report writing and providing recommendations
  • Opportunity to work on a hybrid basis with 3 days in the office

What We Offer:

  • Excellent career opportunity to grow your technical skills as well as progressing your career
  • Superb opportunity for a Diploma Qualified Paraplanner with a working knowledge of SJP processes/systems

Please send your CV to Camilla Howden for consideration.



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