Paraplanner (Hybrid) Specialist

8 hours ago


London, Greater London, United Kingdom Coast Specialist Recruitment Full time
Paraplanner (Hybrid) Job Opportunity

A leading Wealth Management firm is seeking an experienced Paraplanner to join their team on a hybrid basis, working 2 days in the London office and 3 days from home.

Key Responsibilities:
  • Provide high-level technical paraplanning services, including the production of cash flow models and suitability reports.
  • Analyse client information and existing investments/policies to construct appropriate solutions.
  • Conduct tax calculations and communicate with clients on research and report time scales.
  • Be a point of contact for technical queries and support the paraplanning team leader.

The role offers a competitive basic salary of up to £45k, along with a supporting benefits package. This is an excellent opportunity for an experienced Paraplanner to join a dynamic team and contribute to the success of the firm.



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