Hybrid Paraplanner for High-Net-Worth Planning

CV Elite Ltd

A leading financial planning firm in the UK is seeking a Paraplanner to support financial planners in creating bespoke financial plans. The successful candidate will have at least 1 year of...

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Hybrid Paraplanner for High-Net-Worth Planning

CV Elite Ltd

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📍 I'm sorry, but I need a specific city name to provide the localized version. Please provide a city 📅 2026-03-17

About this role

A leading financial planning firm in the UK is seeking a Paraplanner to support financial planners in creating bespoke financial plans. The successful candidate will have at least 1 year of paraplanning experience and be proactive in their approach. The role includes responsibilities such as prepari

About the Company

CV Elite Ltd is a prominent financial planning firm in the UK, known for providing tailored financial solutions to high-net-worth clients.

Key Highlights

  • Support financial planners in bespoke financial plan creation
  • Minimum 1 year of paraplanning experience required
  • Proactive and detail-oriented approach essential
  • Opportunity to work with high-net-worth individuals

💡 Honest Take: This role is ideal for those with paraplanning experience looking to advance in a dynamic environment, but may involve high expectations and a demanding workload.

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