HNW Client Support Specialist

11 hours ago


Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

Vanilla Recruitment is proud to partner with a respected wealth management firm to find an experienced Paraplanner. The successful candidate will contribute to delivering exceptional client experiences and support the development of high-quality financial planning services.

Role Overview
  • The ideal candidate will be DipPFS qualified or studying, with a minimum of 3 years paraplanning experience in a similar environment.

Responsibilities:

  • Providing comprehensive financial planning assistance to high-net worth clients.
  • Supporting the delivery of exceptional client service through close collaboration with financial advisers.
  • Developing and maintaining effective systems, processes, and procedures to improve efficiency.

Salary and Benefits:

  • £40,000 – £50,000 salary.
  • 25 days annual leave plus 8 bank holidays.
  • Pension scheme.
  • Death in service x 3.
  • Sick pay (after probation) 20 days rolling year.
  • On-site parking.


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