Paraplanner

A prestigious wealth management firm currently requires an experienced and highly skilled�Paraplanner�. This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.

With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.

Paraplanner Role Overview:

As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail.

Paraplanner Key Responsibilities:

Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients.

Conduct detailed research and analysis on various financial products, investment strategies, and tax planning.

Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments.

Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support.

Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise.

Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice.

Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team.

Paraplanner Qualifications and Experience:

Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment.

Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements.

Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis.

Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this.

Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.

Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors.

Meticulous attention to detail, ensuring accuracy and compliance in all client documentation.

Paraplanner Reward Package:

Competitive Salary

35 hours per week

25 days holiday plus Bank Holidays.

1 x holiday - Birthday holiday

Loyalty holidays with continued service.

Christmas Closure (need to retain 3 days from allowance)

Quarterly Bonus Scheme

Perks Scheme

Pension (auto-enrolment, then 5% + 5% contributions after 6 months)

Private Medical Insurance (after 12 months)

Life Assurance

Fully funded company social events - summer and winter

Generous Study/Training Program

Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System