Senior Paraplanner

4 days ago


London, Greater London, United Kingdom Heat Recruitment Full time
Location

London

Salary £50000 - £65000 TypePermanent WorkplaceOn-Site Ref87724

Recruiter Managing This Role

Senior Paraplanner High-Net-Worth Clients Westminster, Central London

£50,000 £65,000 depending on experience

Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? Were working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its close-knit and high-calibre team.

The Firm

A small, high-performing team, working with 2 Chartered Advisers and an experienced Investment Management team

They work with high net-worth clientele and family clients 

Well-established and now reaching capacity they feel its a good time to bring in extra support for the Advisers

This is an office based position, based from their beautiful Central London site. Some flexibility to work from home ad hoc.

The Role

Work closely with the Advisers to support them in managing and servicing a sophisticated client base.

Sit in client meetings from the outset, being very much involved in the process.

High-level technical paraplanning with exposure to both wealth and investments.

Structured career progression: stay in pure Paraplanning or take the route to Adviser in the future.

Who Theyre Looking For

Diploma qualified and near to Chartered (or strong experience and working towards it).

Experience working in a Paraplanner role, and technically excellent with deep knowledge of wealth and investment planning.

Professional and quality client relationship skills able to engage with high-net-worth clients from day one.

Whats On Offer?

Competitive salary in line with experience and expertise.

A supportive, team-oriented environment with room to grow professionally.

This is a fantastic opportunity for a Senior Paraplanner who values quality, professional development, and a great working culture. If you fit the bill and want to learn more, apply now


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