• Senior Paraplanner /Trainee Adviser
• Family Office Practice - working with UHNW Families
• Up to £65k basic salary plus bonuses and benefits
• City of London Office with hybrid working (2 days WFH)

My client is a boutique wealth planning practice based in the City of London who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to both UHNW families with significant assets under management, in general. 10’s of millions of pounds of assets per family.

The Managing Director is seeking to recruit a brand new Senior Paraplanner who is diploma qualified and must be working towards their Chartered status or aiming to do so. This is a client facing role and you will be working very closely with the adviser compiling advice for their prestigious clients. You will be conducting end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up follow annual reviews and client meetings. A broad range of technical knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.)

The role will be office to begin with then you can WFH 2 days per week. The MD is looking to offer £55k - £65k basic salary with an attractive benefits package. For the right candidate there is a route to being an Adviser in the future. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch