Senior Paraplanner

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? We re 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 it''s 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 They''re 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 -
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