Paraplanner / Wealth Planning Associate -London/Hybrid -£60k + generous bonus + excellent
Step into a role that genuinely accelerates your career. We''re partnering with a highly respected, long-established Wealth and Investment Management firm in London - managing billions in assets and known for exceptional client service and internal progression.You''ll work directly with a top-billing Director/Adviser, gaining exposure to sophisticated client work and high-value planning cases. This is a firm that grows organically, invests heavily in its people, and has a proven track record of developing Paraplanners into successful Advisers.If you''re an accomplished Paraplanner with strong client-facing experience and the ambition to take your career to the next level, this is the opportunity you''ve been waiting for. What you''ll be doingPartnering closely with a leading Director/Adviser on complex, high-value client casesProducing high-quality research, analysis and suitability reportsDelivering cashflow modelling and supporting holistic wealth planningPlaying an active role in client meetings and ongoing relationship managementEnsuring seamless onboarding and confident, clear communication throughoutWorking with custodians and internal teams to manage smooth asset transfersContributing to process improvements and wider business initiatives What we''re looking for3+ years'' experience as a Paraplanner in a client-facing capacityStrong technical knowledge and confidence handling complex planning scenariosExcellent communication skills with the ability to engage senior ..... full job details .....
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