At a Glance
- Tasks: Support UHNW clients with complex wealth planning and deliver high-quality financial advice.
- Company: Prestigious wealth management firm in London with a focus on client empowerment.
- Benefits: Up to £60,000 salary, attractive bonuses, hybrid working, and career progression.
- Other info: Join a respected team where paraplanners are central to client success.
- Why this job: Engage directly with high-value clients and elevate your career towards Adviser level.
- Qualifications: Level 4 Diploma qualified with strong technical knowledge and client-handling skills.
The predicted salary is between 43000 - 50000 £ per year.
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client, a prestigious wealth management firm in London, is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You will be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you are looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.
Why this role stands out:
- Work directly with UHNW clients and their families across the UK and internationally
- Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling
- Client-facing from day one, attending meetings and acting as a trusted technical expert
- Clear progression pathway to Adviser, with full support toward Chartered status
- Hybrid working in central London, typically 3 days in the office
- Attractive bonus structure and benefits package
- Join a firm where paraplanners are respected, empowered, and central to client outcomes
The role:
You will take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include:
- Producing suitability reports and annual review letters
- Creating detailed cashflow models and technical research
- Reviewing risk profiles and ensuring advice is fully understood by clients
- Acting as a subject-matter expert on wrappers, products, and planning strategies
- Supporting advisers with complex case analysis and technical queries
- Attending client meetings, taking notes, and managing follow-up actions
- Helping shape the future of paraplanning within the firm
What we are looking for:
- Level 4 Diploma qualified (ideally working towards Chartered)
- Ideally 3-4+ years paraplanning experience
- Strong technical knowledge across financial planning
- Excellent report writing, communication, and client-handling skills
- Confident working with senior stakeholders and UHNW individuals
- Proactive, organised, and able to manage multiple complex cases
- Experience with cashflow modelling and financial planning tools
Paraplanner in Islington employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
