Job Description
Chartered Senior Paraplanner (Client Facing)
Location: London
Salary: Salary up to £75k + benefits including equity
About my client:
My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations.
They take a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.
The Role
We are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner, assisting in the design and deliver of highly tailored and complex financial strategies.
Duties will include:
1. Building complex, bespoke financial plans
2. Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
3. Attending client meetings and contributing directly to a...