We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Senior Paraplanner.

Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.

Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future, offering a clear development pathway.

Role Overview

• Providing technical support to financial planners
• Attending client meetings (when required)
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• Cashflow modelling
• IHT Planning
• Writing & tailoring high quality suitability letters based on consultation with the Adviser
• Demonstrating an awareness of compliance & regulations
• Full job specification available on request

Key Requirements

• Minimum 3 years experience(essential)
• Experience working with HNW clients(desirable)
• Chartered/ near to completion (essential)

The Package

• Starting salary: up to c£65,000 + 10% bonus
• Hybrid / flexible working
• Core Working hours: 9am – 5pm
• Company pension: 5% employer contribution
• 25 days holiday + additional days over Christmas shutdown
• Full study support towards professional qualifications
• Private Medical Insurance
• Life Cover:4x salary
• Regular company social events

To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.