At a Glance
- Tasks: Deliver high-quality wealth planning advice and support clients with technical expertise.
- Company: Respected wealth management firm with a beautiful office in London.
- Benefits: Competitive salary, bonus, and benefits package.
- Other info: Opportunity for long-term progression and involvement in client meetings.
- Why this job: Shape client outcomes and engage with prestigious UK and international clients.
- Qualifications: Experience as a Technical Paraplanner and strong attention to detail.
The predicted salary is between 55000 - 60000 £ per year.
Technical Paraplanner £55,000 – £60,000 base + bonus + benefits
Location: London Are you looking for an opportunity to work with a growing Firm, that offers not only a beautiful offices to work in but some of the most prestigious clients in the UK.
They are highly respected wealth management firm and seeking an experienced Technical Paraplanner to support a dedicated book of private clients.
This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long‑term progression.
If you’re detail‑driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.
The Opportunity As a Paraplanner, you will play a central role in delivering high‑quality, compliant, and well‑documented wealth planning advice.
You’ll work closely with advisers, act as a technical subject‑matter expert, and support clients across a wide range of planning scenarios.
This is not a pure back‑office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.
The Role Suitability report writing - clear, compliant, technically robust Wealth planning research for UK
Technical Paraplanner 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.
