Chartered Paraplanner

JR United Kingdom; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique wealth management firm in Mayfair seeks a Chartered Paraplanner to work with Ultra High Net Worth clients. The role focuses on providing personalized financial advice, attending client meetings, and producing high-quality financial reports without sales pressures. This position offers a collaborative, mature work environment with opportunities to engage deeply with sophisticated clients.

Benefits

Full package including Pension, PMI, PHI

Annual incentive trips abroad

Qualifications

• Chartered or within one exam of Chartered status required.
• Strong background and experience in paraplanning.
• Proven track record of professional excellence advantageous.

Responsibilities

• Support delivery of complex advice to UHNW clients.
• Attend client meetings and produce financial planning reports.
• Contribute to relationship-building with clients.

Skills

Excellent written and verbal communication skills

Technical knowledge in financial advising

Education

Degree from a reputable university

Chartered status or close

Job description

Social network you want to login/join with:

Chartered Paraplanner, london (city of london)

col-narrow-left

Client:

mbf

Location:

london (city of london), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

5

Posted:

26.06.2025

Expiry Date:

10.08.2025

col-wide

Job Description:

Chartered Paraplanner – Ultra-HNW Clients

Location: London (Mayfair)

Salary: £60,000 to £80,000 + Bonus + Benefits

We’re working with a boutique wealth management firm based in Mayfair, providing highly personalised financial planning and investment advice to an exclusive client base, including Magic Circle law partners, hedge fund managers, and senior professionals.

They are seeking a Chartered (or within one exam from Chartered) Paraplanner who can confidently support the delivery of complex advice to some of the most sophisticated private clients in the UK.

The Role

• You’ll work alongside senior advisers from day one, attending client meetings and playing a key role in producing high-quality financial planning reports across pensions, investments, tax, and estate planning.
• The role is client-facing and collaborative – you’ll contribute to relationship-building with UHNW individuals, families, and trustees.
• The firm places no emphasis on sales targets – the focus is on long-term advice and technical excellence.

About the Firm

• Independent and directly authorised, with a boutique, client-first approach.
• Clients typically have £1M–£25M+ AUM and include partners of Magic Circle law firms, hedge fund managers, and entrepreneurs.
• You’ll collaborate with in-house investment and tax specialists, working in a low adviser-to-client ratio environment that prioritises deep, meaningful relationships.
• The business offers a mature, flexible working culture and a supportive, high-calibre team.

Package

• Bonus: 10%+
• Benefits: Full package including, Pension, PMI, PHI, annual incentive trips abroad etc
• Location: London office (Mayfair)

Requirements

• Chartered or within one exam of Chartered status
• Strong technical background and experience in a paraplanning role
• Excellent written and verbal communication skills, with the ability to work closely with HNW clients
• A degree from a reputable university and/or a proven track record of professional excellence is advantageous