At a Glance
- Tasks: Support Advisers in delivering top-notch financial planning and analysis.
- Company: Respected global wealth advisory firm with a collaborative culture.
- Benefits: Salary up to £60k, bonuses, and excellent benefits.
- Other info: Great career progression opportunities in a detail-driven environment.
- Why this job: Join a high-performing team and work on complex client scenarios.
- Qualifications: Level 4 Diploma qualified and experience in paraplanning.
The predicted salary is between 60000 - 60000 £ per year.
A rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression. You’ll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry.
THE ROLE
- Support two Advisers within a pod, delivering high-quality financial planning work
- Produce detailed cashflow modelling and technical analysis for complex client affairs
- Prepare suitability reports, financial plans, and supporting documentation
- Attend client meetings and contribute to advice delivery
- Collaborate closely with Directors, CRMs, and junior paraplanners
- Maintain strong technical knowledge across tax, pensions, investments, and structuring
- Play a key role in a detail-driven, high-performance team
ABOUT YOU
- Level 4 Diploma qualified (Chartered or working towards is a strong advantage)
- Solid experience in a regulated paraplanning role
- Exceptional attention to detail and confidence handling complex client scenarios
- Clear, confident communicator able to simplify technical matters
- Highly organised with the ability to manage multiple deadlines
We think you need these skills to ace Senior Paraplanner/Future Adviser – London/Hybrid - Salary up to £60k + bonus +excellent benefits
Financial Planning
Cashflow Modelling
Technical Analysis
Suitability Reports Preparation
Client Meeting Participation
Collaboration Skills
Technical Knowledge in Tax
