Paraplanner Opportunity – Elevate Your Career in Financial Planning - 4 days a week with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients. This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
Why Join This Team? This organisation is a leading boutique IFA firm specialising in wealth planning, asset management, and employee benefits. Independence allows for truly objective advice centered on client interests, delivered by a team with deep expertise. The firm has been recognised with Corporate Chartered status, representing the highest standards of ethical practice, professionalism, and commitment to quality. It has also been awarded accolades such as Best Financial Advisers to Work For in 2019, 2021, and 2023, reflecting its supportive, inclusive, and diverse working environment.
Salary for the Paraplanner role is £60,000 - £65,000 Pro Rata for part time if interested n working 4 days a week.
Key Responsibilities:
1. Prepare for and participate in client meetings, taking detailed notes and addressing post-meeting technical queries.
2. Collect and analyse comprehensive client data for detailed reportin...