Senior Paraplanner - London - Upto £65k+Bonus

£55,000 - £65,000 yearly
  • Recruit UK
  • London, UK
  • 13/05/2022
Full time Paraplanner

Job Description

Job Title: Senior Paraplanner

Industry: Wealth Management

Location: London (West End)

Salary: Up to £65,000 + Bonus

Reference Number: 15995 

  • Are you passionate about Paraplanning?
  • Do you enjoy working on complex cases for UHNW clients?
  • Are you looking for the next step in your career?


Recruit UK has an exciting opportunity to join the Private Wealth team of an FTSE 250 Wealth Manager, which provides bespoke Wealth Planning and Investment Management services to UHNW clients.

As they continue to expand their client base, they are looking to hire a Senior Paraplanner to join their team.

The team is broken down into pods, each focusing on a select group of clients, ensuring the highest level of client service with a truly personal approach.

Due to the nature of the clients, you will be working on complex cases, which should provide a varied and engaging day-to-day.

What’s in it for you:

  • Progression opportunities in line with your desired route
  • Hybrid home/office working
  • Supportive team environment
  • Opportunity to join FTSE 250 Wealth Manager
  • Salary Up to £65,000 + bonus


Skills and experience required:

  • Chartered status through CII, LIBF, CISI (or close to obtaining)
  • Experience working with HNW/UHNW clients
  • In-depth knowledge of true holistic Financial Planning
  • A commitment to excellent client service


If you are considering your options, and feel the above opportunity might be of interest, then please submit your application online and we will be in touch to discuss further.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Wealth Manager based in London on a Senior Paraplanner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs when applying for this role •