High-Net-Worth Financial Planning Professional
1 week ago
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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