Chartered Paraplanner

1 day ago


London, Greater London, United Kingdom Heat Recruitment Full time

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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