Job Description
Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client average
Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.
Responsibilities
In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:
- Crafting bespoke financial planning reports and suitability letters
- Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection
- Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)
- Attending client meetings alongside a Chartered Adviser to offer real-time support
- Ensuring regulatory compliance and excellence in documentation (FCA standards)
- Playing an integral role in complex strategy formulation for HNW clients
Requirements
We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.
Essential:
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
- Proven experience in a Paraplanner role supporting Financial Advisers
- Exposure to high-net-worth or complex financial planning environments
- Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing
- Advanced report writing and analytical skills
- Comfortable working in a hybrid environment (3 days in-office, 2 from home)
Desirable:
- Working towards Chartered Financial Planner status
- Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)
Benefits
Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:
- Competitive base salary: up to £60,000 (DOE)
- 25 days annual leave plus bank holidays
- Company pension with National Insurance advantage (4%)
- Death in service cover (up to £200,000)
- Private medical cover (CashPlan scheme)
- Full study support toward Chartered or further professional qualifications
- Hybrid working model to support your work-life balance
Location & Work Type
- Hybrid: 3 days in our Marlow office, 2 days remote working
- Client base: London-based professionals and executives
- Full-time | Permanent
How to Apply
If you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.
