WEALTH PARAPLANNER

What is the opportunity?

We have a fantastic opportunity available for a Wealth Paraplanner to join our London office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.

As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients.

The expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Provide appropriate support for Wealth Managers / Financial Planners.
• Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring the performance and workflow of administration support, ensuring standards are maintained and deadlines are met.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• Analyse client aims and needs to construct solutions for advisors to communicate to clients.
• Produce robust financial plans and analytical information under supervision of senior team members.
• Provide guidance to junior team members and support senior colleagues to complete tasks to a high standard.
• Support colleagues with client interaction and develop awareness of client management and advice processes.
• Support delivery of client service under guidance of Wealth Managers / Financial Planners.

What do you need to succeed?

Must-have

• CII or CISI Level 4 Diploma (or equivalent) with experience in complex advice areas.
• Strong technical knowledge of investments, tax strategies, and pensions.
• Collaborative mindset and ability to thrive in a fast-paced environment.

Nice-to-have

• Working towards or achieved Level 6 qualification.
• Strong written and verbal communication skills.
• Ability to meet deadlines and work independently.
• Self-starter with initiative.

What is in it for you?

• Supportive leadership focused on development and growth.
• Opportunity to work with industry-leading professionals.
• Chance to make a meaningful impact.
• Dynamic, collaborative, and high-performing work environment.