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- Tasks: Join as a Senior Paraplanner, assisting with report writing and client meetings.
- Company: A reputable wealth planning practice in Central London with 15+ years of experience.
- Benefits: Enjoy a competitive salary, hybrid working, and perks like private medical insurance.
- Why this job: Work with high-net-worth clients in a supportive, fun environment while advancing your career.
- Qualifications: Chartered or nearing completion; broad financial product knowledge is essential.
- Other info: Opportunity for growth into an advising role with a dynamic team.
The predicted salary is between 56000 - 84000 ÂŁ per year.
Senior Partner – 07769971761 – ursulasloan@financialdivisions.co.uk
Chartered Senior Paraplanner (Client Facing)
Location: London
Salary: Up to ÂŁ75k + benefits including equity
About my client: My client is a highly reputable 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.
They take 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: We 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.
Responsibilities
- 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 Role?
This is a career‑defining move for a Senior 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.
What you will get from the role
- Client‑facing exposure from day one
- Working 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
Qualifications
- Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning
- Analytical, detail‑oriented, and ambitious
- Enjoys 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, 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
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Other
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Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, investments, and tax planning. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the wealth planning sector, especially those who work with HNW and UHNW clients. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 3
Prepare to discuss your experience with report writing and technical research in detail. Since these are key responsibilities of the role, having specific examples ready will showcase your expertise and readiness for the fast-paced environment.
✨Tip Number 4
Highlight your ability to work collaboratively in a supportive environment. The job description emphasises teamwork, so be ready to share examples of how you've successfully worked with others to achieve common goals in previous roles.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with HNW and UHNW clients. Emphasise your qualifications, especially if you are Chartered or close to completion.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth planning and your understanding of the role. Mention specific skills like report writing, technical research, and cashflow modelling that align with the job description.
Showcase Relevant Experience: In your application, provide examples of your previous work with financial products such as pensions, investments, and tax planning. Highlight any international experience, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a solid understanding of financial products. Be prepared to discuss your experience with pensions, investments, tax planning, and retirement planning. Highlight any specific cases where you've successfully applied this knowledge.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about how you would handle complex client situations or technical research tasks. Practising these scenarios can help you articulate your thought process clearly during the interview.
✨Emphasise Your Teamwork Skills
This role involves working closely with advisers and other team members. Share examples of how you've collaborated effectively in previous roles, especially in high-pressure environments. This will show that you're a good fit for their supportive culture.
✨Express Your Career Aspirations
Since there's a route to advising in this position, make sure to communicate your long-term career goals. Discuss your desire to grow within the company and how you see yourself evolving into an advisory role, which aligns with the company's vision.