A highly respected and long-established financial planning firm based in the City of London is seeking a Technical Associate (Senior Paraplanner) to join its growing team. With over 25 years of success, a client base built through referrals, and a large amount of assets under management, this is a business known for delivering genuinely high-quality advice and building long-term, trusted relationships with high-net-worth individuals.
The business is based in state-of-the-art offices in the heart of the City, offering a modern and impressive working environment, alongside a hybrid working model. There is a clear commitment to professional development, with full support towards Chartered status and genuine long-term progression opportunities as the firm continues to grow.
What the role offers:
Working closely with experienced Senior Financial Planners, you will…
- Play a key role in supporting complex cases and high-net-worth clients
- Carry out detailed research and analysis
- Prepare high-quality suitability reports and contribute to the delivery of tailored financial planning strategies
- Gain exposure to sophisticated planning areas including pensions, investments, tax and cashflow modelling, making this an excellent opportunity to deepen your technical expertise
This opportunity offers far more than a typical technical role. You’ll be joining a firm that places real emphasis on doing things properly – from the depth of its advice to the strength of its client relationships. The environment is professional, collaborative and supportive, with a clear focus on continuous improvement and technical excellence rather than sales-driven targets.
What they’re looking for:
This role would suit a technically strong Paraplanner who holds the Level 4 Diploma in Financial Planning and has experience working with high-net-worth, complex clients and technical work.
Someone who is looking to build their career within a high-quality, advice-led environment, working with a sophisticated client base and alongside experienced professionals.
Company benefits include:
- PMI, Bupa cash plan, long-term sick pay
- Additional healthcare benefits
- Enhanced paternal leave
- Workplace nursery benefit
- Gym discounts, alongside many other discounts with Perkbox
- Free breakfast
- Annual company events
If you are looking for a role where you can develop your technical capability, be part of a respected firm, and contribute to delivering meaningful financial advice, this is an excellent opportunity to consider.