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'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.
If you're 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'll 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:
Wealth Planning
Producing suitability reports and annual review letters
Creating detailed cashflow models and technical researchReviewing 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're 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
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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'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.
If you're 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'll 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:
Wealth Planning
Producing suitability reports and annual review letters
Creating detailed cashflow models and technical researchReviewing 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're 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
#J-18808-Ljbffr
