Guild Search
Senior Paraplanner
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Senior Paraplanner - Mayfair, London
Guild Search is delighted to be working with a highly respected boutique wealth management firm in London to recruit an experienced Senior Paraplanner.
This is an exciting opportunity to join a close-knit, collaborative team where you'll play an integral role in supporting advisers with complex financial planning cases while helping to shape the continued growth of the business.
If you're looking for a role where your technical expertise is valued, your ideas are welcomed, and you can build a long-term career within paraplanning, this could be the perfect opportunity.
The Role
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- Preparing high-quality suitability reports.
- Conducting technical research across pensions, investments, tax planning, and protection.
- Supporting advisers with complex financial planning cases.
- Liaising with providers and clients where appropriate.
- Contributing to the development of internal processes and procedures.
- Working with high-net-worth clients in a professional, client-focused environment.
About You
- An experienced Paraplanner with strong technical knowledge.
- Diploma qualified as a minimum.
- Chartered status is desirable, although candidates working towards Chartered are encouraged to apply.
- Excellent report-writing and analytical skills.
- Looking to build a long-term career within a boutique wealth management firm.
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What's on Offer
- £60,000–£65,000+ depending on experience.
- The opportunity to join a highly regarded boutique wealth management firm.
- A technically challenging and varied role.
- A collaborative culture where you'll have genuine influence.
- Predominantly office-based to encourage close collaboration, with flexibility available.
If you'd like to find out more about this confidential opportunity, I'd love to hear from you.
📞 07738 865330
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