At a Glance
- Tasks: Support UHNW clients with complex planning and be a trusted technical partner.
- Company: Prestigious wealth management firm in London with a focus on client relationships.
- Benefits: Up to £60,000 salary, attractive bonuses, hybrid working, and support for Chartered status.
- Other info: Join a respected team where your expertise is valued and career progression is clear.
- Why this job: Engage with high-value clients and tackle intellectually stimulating cases from day one.
- Qualifications: Experience in paraplanning and strong technical skills required.
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
Paraplanner – UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
