Job Description
CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)
London (City)
Salary up to £75k + benefits including equity (DOE)
Our client is a highly respected 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, with solid introductory relationships. They provide 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:
They 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 and assisting in the design and delivery of highly tailored and complex financial strategies.
Duties will include (but not be limited to):
Building complex, bespoke financial plans
Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
Attendin...