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Permanent

Paraplanner

Marlow
money-bag 50000.00-50000.00 Annual
3085437349
Posted Today

Where Expertise Meets Purpose - Join a Chartered Wealth Management Firm with £1.2M+ AUM per ClientAre you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We''re a Chartered Financial Planning firm known for personalised, holistic wealth strategies-not volume-driven advice.ResponsibilitiesIn this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:Crafting bespoke financial planning reports and suitability lettersConducting in-depth technical research across pensions, tax planning, IHT, investments, and protectionBuilding detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)Attending client meetings alongside a Chartered Adviser to offer real-time supportEnsuring regulatory compliance and excellence in documentation (FCA standards)Playing an integral role in complex strategy formulation for HNW clientsRequirementsWe''re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.Essential:Level 4 Diploma in Regulated Financial Planning (CII or equivalent)Proven experience in a Paraplanner role supporting Financial AdvisersExposure to high-net-worth or complex financial ..... full job details .....

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