Senior Paraplanner Wealth Planning; HNW Clients
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-07-20
Listing for:
Fram Search
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst, Financial Services
Job Description & How to Apply Below
Location: Greater London
Fram Search is assisting a wealth management firm in London to recruit an experienced Paraplanner. You will support the advisory team, prepare detailed suitability reports, and conduct technical research for high-net-worth clients.
You will develop financial planning recommendations, produce lifetime cashflow models, and participate in client meetings alongside advisers. Knowledge of pensions, investments, trusts, IHT and taxation is essential;
Voyant/Intelliflo experience is advantageous.
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×