Senior Paraplanner

Senior Paraplanner - High-Net-Worth Clients - Westminster, Central London

£50,000 - £65,000 depending on experience

Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? We re working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its close-knit and high-calibre team.

The Firm

• A small, high-performing team, working with 2 Chartered Advisers and an experienced Investment Management team

• They work with high net-worth clientele and family clients

• Well-established and now reaching capacity - they feel it's a good time to bring in extra support for the Advisers

• This is an office based position, based from their beautiful Central London site. Some flexibility to work from home ad hoc.

The Role

• Work closely with the Advisers to support them in managing and servicing a sophisticated client base.

• Sit in client meetings from the outset, being very much involved in the process.

• High-level technical paraplanning with exposure to both wealth and investments.

• Structured career progression: stay in pure Paraplanning or take the route to Adviser in the future.

Who They're Looking For

• Diploma qualified and near to Chartered (or strong experience and working towards it).

• Experience working in a Paraplanner role, and technically excellent with deep knowledge of wealth and investment planning.

• Professional and quality client relationship skills - able to engage with high-net-worth clients from day one.

What s On Offer?

• Competitive salary in line with experience and expertise.

• A supportive, team-oriented environment with room to grow professionally.

This is a fantastic opportunity for a Senior Paraplanner who values quality, professional development, and a great working culture. If you fit the bill and want to learn more, apply now!