Chartered Paraplanner

mbf; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Mayfair seeks a Chartered Paraplanner to work with ultra-high-net-worth clients. The role involves collaboration with senior advisers, focusing on delivering top-notch financial advice while avoiding sales targets. This mid-senior level position offers a competitive salary, significant benefits, and a supportive team culture.

Benefits

Full benefits package including Pension and PMI

Annual incentive trips

Qualifications

• Chartered or close to achieving Chartered status required.
• Strong technical background in paraplanning important.
• Excellent verbal and written communication skills needed.

Responsibilities

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

Skills

Technical background

Communication skills

Education

Degree from a reputable university

Chartered status or within one exam

Job description

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Founder | Recruitment within Financial Services, Insurance and Tech & Change

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research and Strategy/Planning

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