Our client, a well-established Independent Financial Advice firm near Maidenhead, seeks an experienced Paraplanner with Chartered Status to join their team. They offer whole-of-market advice on pensions, investments, tax planning, IHT, mortgages, and some protections to wealthy clients across Southeast England. Their services also include wills and trusts, powers of attorney assistance, and more.
With a 30-year history in financial planning, this firm has an established and growing client base. The role requires a client-facing Paraplanner to nurture and develop relationships, overseeing clients' wealth management needs in collaboration with an IFA. Your goal will be to ensure clients' wealth management requirements are met, encouraging continued use and recommendations of the company's services.
This position suits Paraplanners interested in both the service and technical aspects of the job. It appeals to those who prefer offering comprehensive, holistic wealth management advice with clients' best interests in mind.
You will work alongside a long-established advisor who has built a client portfolio over the past 20 years, supported by an ambitious team of administrators eager to learn from you. This role is ideal for a career-minded Paraplanner capable of nurturing strong client relationships and willing to share knowledge with junior team members.
Requirements:
- 2-3 years of experience as a Paraplanner in an IFA or Wealth Management Practice
- Based within commuting distance of Maidenhead (1-2 days home working)
- Level 4 Diploma in Financial Planning
- Preferably working towards or holding Chartered Status
- Knowledge of full-market independent financial advice offerings
If you are currently working within a Private Client Wealth Management role, providing holistic paraplanning support to financial advisors, our client wants to hear from you. If this role interests you, please contact Jo at Financial Divisions.