Paraplanner - London - Hybrid - Salary up to £55k + bonus +excellent benefits (US)

My client is medium sized boutique wealth planning company are fully independent, and client focused. They also have their Chartered status and offer fully support for candidates to become Chartered with them. They are looking for a diploma qualified Paraplanner to join their team in London on a hybrid basis with 1-2 days in London and the res

Key Responsibilities

• Attend client meetings, take notes, and follow up on technical points.
• Gather and analyse detailed client information.
• Draft clear and comprehensive suitability letters.
• Create and explain lifetime cashflow models.
• Develop financial plans covering:
• Contingency planning
• Legacy/succession planning
• Asset allocation
• Tax planning
• Conduct regular reviews of client plans.
• Handle complex client queries.
• Stay updated on technical, legislative, and regulatory changes.
• Collaborate with internal technical staff.
• Meet tight deadlines

Competencies Required

• Strong problem-solving and analytical skills.
• Excellent written and verbal communication.
• High attention to detail.
• Ability to build strong relationships with advisers and clients.
• Highly organized and proactive.
• Adaptable and motivated to deliver top-tier client service.
• Professional and respectful in the workplace.

Experience & Qualifications

• 3+ years in a paraplanning role with high-net-worth clients.
• Diploma qualified (minimum).
• Strong knowledge of:
• Investments, life & pensions
• Income Tax, CGT, IHT, Trusts
• DC & DB pension transfers
• Familiarity with lifetime cashflow modelling (Voyant experience preferred).

Please send your CV to Ursula Sloan at Financial Divisions