Senior Paraplanner
New Today
£50,000 £62,000 + Bonus + Benefits
An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London.
This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base.
The Opportunity: You will play a key role in the advice process, taking ownership of complex cases and contributing to the overall success of the team.
Key Responsibilities: Producing high-quality suitability reports
Supporting advisers on complex financial planning strategies
Carrying out detailed technical research
Assisting with client meetings and planning discussions
Supporting and developing less experienced team members
Requirements: DipPFS qualified (Chartered desirable)
Proven experience in a Senior Paraplanning role
Strong analytical and communication skills
Benefits: Hybrid working model
Competitive salary + bonus
Career progression within a well-established firm
Support towards further qualifications
TPBN1_UKTJ
- Location:
- London
- Salary:
- £60,000
- Job Type:
- FullTime
- Category:
- Banking
We found some similar jobs based on your search
-
New Today
Senior Paraplanner
-
London
Senior Paraplanner London (Hybrid)£50,000 £62,000 + Bonus + BenefitsAn excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London.This role offers the chance to work closely with senior advisers, su...
More Details -
-
New Today
Senior Paraplanner
-
London (City Of London)
Senior Paraplanner London (Hybrid)£50,000 £62,000 + Bonus + BenefitsAn excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London.This role offers the chance to work closely with senior advisers, su...
More Details -
-
New Today
Senior Paraplanner
-
London (City Of London)
Senior Paraplanner London (Hybrid)£50,000 £62,000 + Bonus + BenefitsAn excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London.This role offers the chance to work closely with senior advisers, su...
More Details -
-
New Today
Senior Paraplanner
-
London
Senior Paraplanner London (Hybrid)£50,000 £62,000 + Bonus + BenefitsAn excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London.This role offers the chance to work closely with senior advisers, su...
More Details -
-
New Today
Senior Paraplanner
-
Gb
- Banking
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers,...
More Details -
-
New Today
Senior Paraplanner
-
London
-
£60,000
- Banking
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers,...
More Details -