High-Net-Worth Client Support Advisor

2 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time
Paraplanning Career Opportunity

A reputable Chartered IFA firm in Central London is seeking an experienced Paraplanner to join their team. As a Senior Paraplanner, you will play a vital role in supporting their advisers in delivering comprehensive financial planning services to high-net-worth individuals.

The ideal candidate will have a minimum Level 4 Diploma qualification and a proven track record of delivering high-quality paraplanning services. Strong communication and analytical skills are essential, as well as the ability to work effectively in a dynamic environment.

  • Up to £65,000 per annum
  • 3 days in the office per week after initial training
  • Full support for studying towards Chartered Status
  • Pension scheme, death in service cover, and income protection
  • 25 days holiday + bank holidays
Key Requirements

To be successful in this role, you will need to:

  • Have a minimum Level 4 Diploma qualification
  • Demonstrate excellent knowledge of fund research, suitability report writing, calculations, and illustration creation
  • Show strong communication and analytical skills
  • Be able to work effectively in a team environment


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