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An expanding Wealth Management firm are seeking an experienced Paraplanner to join their Paraplanning team in London.

The primary role of the Paraplanner is to provide a full professional and technical support function to both Senior Wealth Planners and Wealth Planners in meeting the client’s financial objectives.

Daily duties will include;

• Preparation and maintenance of client files
• Build cash flow models
• Prepare advice and recommendations
• Oversee implementation of recommendations
• Prepare for client reviews
• Updating template reports and cash flow assumptions

The successful candidate will have obtained their Level 4 Diploma and have a couple of years' experience working within a holistic Paraplanning role. You must have an excellent understanding of the financial planning and regulatory advice process as well as understanding the compliance requirements within a financial planning team.

Experience of using cash-flow software is preferable as is and understanding of iO.

This is a fantastic opportunity with a structured career map and long term career prospects; If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Contact information

Jessica Wiggins