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Permanent

Senior Paraplanner

London
money-bag 50000.00-50000.00 Annual
3085445354
Posted 5 days ago

A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role.This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You''ll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients.Key Responsibilities:Analyse client information to develop tailored adviceProvide technical support including cashflow modelling and investment analysisPrepare detailed suitability and recommendation reportsLiaise with clients and providers to gather necessary informationManage complex client cases end-to-end, maintaining high accuracy and standardsAssist in process development and potentially mentor junior team membersWhat We''re Looking For:Minimum 5 years'' experience in a paraplanning roleExcellent technical knowledge in pensions, investments, and financial planningConfident working directly with clients and managing high-value casesProficient in Voyant, FE Analytics, and Microsoft OfficeChartered Financial Planner (or working towards)A proactive, detail-driven, and commercially aware individualIdeally someone who has implemented processes or led a small teamWhat''s on Offer:Salary between £50,000 - £60,000+ (potential ..... full job details .....

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