Chartered Paraplanner
1 day ago
Paraplanning Position Overview
We have a fantastic opportunity for a highly skilled Senior Paraplanner to join our Private Client team. As a client-facing role, you will be supporting high-net-worth clients with complex financial planning needs.
Key Responsibilities
- Delivering high-quality paraplanning services to high-net-worth clients
- Attending client meetings and gathering research information
- Analyzing data and creating detailed reports
- Communicating effectively with clients and internal teams
- Cash flow modeling and financial planning
- Staying up-to-date with industry developments and regulations
Requirements
- At least 5 years of experience in a Paraplanning role
- Chartered Financial Planner status or close to completion
- Essential exams: AF1 and AF8, desirable AF4
- Experience with cash flow modeling and reporting tools
- Excellent communication and interpersonal skills
What We Can Offer You
- A competitive salary up to £65,000 per annum
- Flexibility to work from home or in our office
- Opportunities for professional growth and development
- Benefits package including pension scheme and annual leave
About Our Firm
We are a specialist financial advisory firm providing tailored solutions for high-net-worth individuals.
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