Wealth Paraplanner
Hybrid · London, England, United Kingdom
Job Summary
Craft bespoke financial plans and translate client aspirations into actionable strategies; collaborate with Wealth Managers, Administrators, and product providers to deliver compliant advice; mentor junior team members while refining processes to ensure excellence; drive client success through suitability reports and portfolio reviews; must-have proven expertise with financial planning and complex advice areas, and strong collaboration skills in a London-based office setting with flexible remote 1 day/week.
Required Qualifications
- CII Level 4 Diploma (or equivalent)
- CISI Level 4 Diploma (or equivalent)
- paraplanner experience in complex advice areas (estate planning, trusts, offshore bonds, pensions)
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