Senior Paraplanner/Client Manager

Overview

In this Senior Paraplanner role, you support High Net Worth clients through in-depth financial analysis and tailored recommendations. You will prepare suitability reports with Advisors, ensuring accuracy and regulatory compliance while managing client relationships. The role spans pensions, investments, tax, estate planning, and complex case work. You’ll join a professional, award-winning firm in London, with opportunities for ongoing professional development.

Responsibilities

• Conduct detailed analysis of client situations and compile findings into suitability reports
• Support Advisors with complex cases and recommendations
• Manage relationships with a selection of High Net Worth clients
• Respond to client queries with guidance and insights
• Ensure research and analysis meet high standards of accuracy and compliance
• Cover wealth management offerings including pensions (transfers/divorce), investments, protection, tax and estate planning

Key requirements

• Paraplanning experience with client management
• Extensive technical knowledge in pensions, investments, tax and estate planning
• Experience in handling complex financial cases
• Excellent written and verbal communication skills
• Ability to manage a diverse workload
• Ideally Chartered Status or commitment to professional development

• Strong communication
• Client-focused service
• Attention to detail
• Pensions and pension transfers
• Investments analysis
• Tax planning knowledge

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