Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build bespoke financial plans and provide top-notch client service.
- Company: Respected Chartered Wealth Management firm with a focus on HNW to UHNW clients.
- Benefits: Market-leading salary, equity options, and competitive benefits package.
- Why this job: Gain client-facing experience and a clear path to becoming an Adviser.
- Qualifications: Chartered Paraplanner qualification and strong technical expertise required.
- Other info: Mentorship from the founding Partner and excellent career progression opportunities.
The predicted salary is between 60000 - 75000 £ per year.
London (City) Salary up to £75k + benefits including equity (DOE)
Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations, with solid introductory relationships. They provide a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.
THE ROLE:
They are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner and assisting in the design and delivery of highly tailored and complex financial strategies.
Duties will include (but not be limited to):
- Building complex, bespoke financial plans
- Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
- Attending client meetings and contributing directly to advice delivery
- Drafting complex reports and cash flow models
- Supporting clients with a first-class service alongside the Adviser and wider Administrator Team
WHY THIS OPPORTUNITY?
This opportunity provides a career-defining move for a Senior, technically skilled Paraplanner who wants more than just technical work. The future opportunity is to work closely with the Founding Partner to enable them to fully hand over their client bank to you, to allow them to focus more on the management and future direction of the business. At this point you will get equity in the business.
In summary:
- Client-facing exposure from day one
- Working closely with HNW and UHNW clients
- The chance to shape processes and technical standards within the firm
- A clear pathway to becoming an Adviser
- Ownership of the Partners clients
- The opportunity to own equity in the business as part of your long-term career progression
ABOUT YOU:
- Chartered Paraplanner qualification essential
- Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning
- Analytical, detail-oriented, and ambitious
- Enjoy working closely with clients and building lasting relationships
- Looking for a role that combines technical excellence with future client ownership
WHAT’S ON OFFER:
- Market leading salary (demonstrating level of this opportunity), competitive benefits package and equity
- Direct mentorship from the founding Partner
- Exposure to complex, high-value client cases
- A supportive, collaborative team environment
- Excellent on the job mentoring and training
- Long-term career progression
CV to jim.m@financialdivisions.co.uk
Chartered Senior Paraplanner (Client facing and route to Adviser) in City of London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Senior Paraplanner (Client facing and route to Adviser) in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! Be ready to talk about your skills and experiences in a way that highlights how you can add value to the firm. A confident and clear pitch can make all the difference in client-facing roles.
✨Tip Number 3
Showcase your expertise! Prepare to discuss complex financial strategies and demonstrate your technical knowledge during interviews. This is your chance to shine and prove you're the right fit for the role.
✨Tip Number 4
Apply through our website! We want to see your application directly, so don’t hesitate to submit it online. It’s the best way for us to get to know you and your potential as a Chartered Senior Paraplanner.
We think you need these skills to ace Chartered Senior Paraplanner (Client facing and route to Adviser) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Chartered Senior Paraplanner role. Highlight your technical expertise in pensions, investments, and estate planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client-facing roles and how you can contribute to our holistic approach. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills: Since this role is all about building lasting relationships, include examples of how you've successfully worked with clients in the past. We want to see your ability to connect and communicate effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, trusts, and estate planning. The role is all about complex financial strategies, so being able to discuss these confidently will impress the interviewers.
✨Showcase Your Client-Facing Skills
Since this position is client-facing, prepare examples of how you've successfully built relationships with clients in the past. Think about specific situations where you provided exceptional service or resolved issues effectively.
✨Prepare for Technical Questions
Expect some challenging technical questions during the interview. Practise explaining complex concepts in a simple way, as you'll need to communicate effectively with clients who may not have your level of expertise.
✨Demonstrate Your Ambition
This role offers a clear pathway to becoming an Adviser, so express your long-term career goals. Show that you're eager to take on more responsibility and are excited about the opportunity to own equity in the business.
