Paraplanner (Client-Facing)-City of London (Hybrid Working) -£50,000 - £55,000 + Excellent
Join a Chartered, Award-Winning Financial Planning FirmAre you an experienced Paraplanner looking for a genuinely client-facing role where you can work closely with senior advisers, attend client meetings and contribute directly to delivering exceptional financial planning outcomes?Due to continued growth, we are seeking a highly capable Paraplanner to partner with Director-level Financial Planners, supporting high-net-worth individuals, families, business owners and trustees. This is an excellent opportunity to join a highly regarded financial planning firm that combines technical excellence with a truly personalised approach to client advice.Working from modern offices in the City of London with a hybrid working arrangement, you''ll become an integral part of the advisory team, helping clients navigate every stage of their financial planning journey.The OpportunityThis is far more than a traditional report-writing role.You''ll act as a trusted extension of the Financial Planner, attending client meetings, contributing to planning discussions, undertaking complex research and supporting the delivery and implementation of sophisticated financial planning strategies.The successful candidate will enjoy a varied, collaborative and intellectually stimulating position with significant exposure to clients and complex planning cases.Key ResponsibilitiesBuild strong working relationships with Director-level Financial Planners and their clientsAttend virtual and face-to-face client ..... full job details .....
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