Job Details



Ref: RP6038 Salary: £35,000 to 40,000 Contract Type: PermanentLocation: Milton Keynes

Skill Set

Paraplanner, Report Writer, Diploma Paraplanner, Chartered Paraplanner

A prestigious wealth management firm currently requires an experienced and highly skilled Paraplanner . This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs.

With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment.

Paraplanner Role Overview:

As a Paraplanner, you will play a crucial role in providing comprehensive support to the team of Wealth Managers and Advisors. You will have the opportunity to work closely with high-profile clients, engaging in client contact and attending meetings alongside the advisory team. This role requires technical expertise, strong interpersonal skills, and meticulous attention to detail.

Paraplanner Key Responsibilities:

  • Collaborate with Wealth Managers and Advisors to prepare and deliver holistic financial plans for HNW clients.
  • Conduct detailed research and analysis on various financial products, investment strategies, and tax planning.
  • Prepare accurate and comprehensive client reports, including cash flow analysis, investment performance, and risk assessments.
  • Liaise with clients directly to gather necessary information, address inquiries, and provide ongoing support.
  • Attend client meetings alongside the advisory team, actively participating in discussions and offering technical expertise.
  • Stay abreast of regulatory changes, industry trends, and best practices to ensure compliance and deliver top-notch advice.
  • Assist in the training and mentoring of junior paraplanners, sharing knowledge and expertise within the team.

Paraplanner Qualifications and Experience:

  • Extensive experience as a Paraplanner within the financial services industry, preferably in a high-net-worth environment.
  • Strong knowledge of investment products, financial planning, tax considerations, and regulatory requirements.
  • Demonstrated experience in producing complex financial plans, including cash flow modelling and investment analysis.
  • Professional qualifications such as Diploma in Financial Planning (DipPFS) are preferred, or will be working towards this.
  • Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
  • Proven ability to work effectively in a team environment, collaborating with Wealth Managers and Advisors.
  • Meticulous attention to detail, ensuring accuracy and compliance in all client documentation.

Paraplanner Reward Package:

  • Competitive Salary
  • 35 hours per week
  • 25 days holiday plus Bank Holidays.
  • Pension


Consultant Details

For further information on this opportunity please contact:

Robert Pender

Tel: 01303 220844


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