Wealth Manager Assistant

Our client, a well-respected financial services firm, is seeking a motivated Paraplanner to support their expanding team. This position is perfect for candidates who are working towards their Level 4 Diploma and will also have work experience in a Financial Practice, with a focus on paraplanning, research and technical report writing.

Key Responsibilities:

• Researching, analysing, and compiling Financial Planning Reports.
• Providing technical support to advisers on asset allocation and investment portfolios.
• Preparing detailed client analyses, including Tax Planning, Risk Modelling, and Pension Forecasts.
• Managing client queries and delivering prompt, accurate responses.
• Supporting advisers with the preparation of financial plans, ensuring compliance and quality.

What We’re Looking For:

• A proactive and detail-oriented individual with Financial Services experience
• Working towards Level 4 Diploma in Financial Planning.
• Strong analytical and communication skills, with a commitment to professional growth.

Benefits Include:

• 28 days of annual leave plus bank holidays.
• Hybrid working
• Death in service benefit and workplace pension.
• Free car parking and tailored working hours for work-life balance.

This is an exceptional opportunity to join a customer-focused, growing firm that values professional development and offers a supportive, flexible working environment.