Client Facing Paraplanner, London (hybrid), Basic to circa £60k

Client-Facing Paraplanner

London (hybrid) | High-Net-Worth & Ultra-High-Net-Worth Clients

An established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base.

This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process.

The Role

Working in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations.

You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning experience.

Key Responsibilities

• Attend client meetings alongside the Adviser, taking detailed technical notes.
• Prepare and present cashflow modelling reports using Voyant.
• Assist in the development of tailored financial planning recommendations.
• Produce high-quality, bespoke suitability reports.
• Liaise directly with HN...