High-Net-Worth Financial Planning Professional

1 week ago


London, Greater London, United Kingdom Heat Recruitment Full time

Job Summary

We are seeking an experienced Senior Paraplanner to join our team. This is a unique opportunity to work with high-net-worth clients and develop your skills in a supportive environment.

Key Responsibilities

  • Assisting high-net-worth clients with complex cases
  • Preparing and attending client meetings
  • Gathering and analyzing research information
  • Writing product suitability letters and reports
  • Cash flow modeling
  • Direct communication with clients on complex queries
  • Developing financial plans with the Adviser
  • Staying updated on technical, legislative, and regulatory changes
  • Supervising Administrator work

Requirements

  • 5+ years of experience in Paraplanning
  • Chartered Financial Planner status by CII, or close to completion
  • Essential exams: AF1 and AF8, desirable AF4
  • Desirable experience with IO software
  • Quality support experience for Financial Planners
  • Knowledge of investment, life, tax, trusts, and pensions products and legislation
  • Cash flow modeling expertise

Our Offering

  • A competitive salary up to £65,000 per annum
  • Flexible hybrid and home-based working arrangements
  • Discretionary annual bonus scheme
  • Extensive benefits package
  • Ongoing professional development opportunities

Why Choose Us?

We are a reputable boutique firm dedicated to delivering exceptional service and expert guidance to our clients.



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