Chartered Paraplanner

JR United Kingdom; Slough; On-site; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise de gestion de patrimoine située à Mayfair recherche un Chartered Paraplanner pour servir des clients ultra-fonds nets. Vous jouerez un rôle clé dans la production de conseils financiers complexes et travaillerez de manière collaborative avec des conseillers expérimentés dans un environnement professionnel de haute qualité, sans pression sur les ventes.

Benefits

Pension

PMI

PHI

Voyages d'incitatifs annuels

Qualifications

• Chartered ou presque près du statut Chartered.
• Expérience solide dans un rôle de paraplanning.
• Antécédents professionnels prouvés sont avantageux.

Responsibilities

• Travailler avec des conseillers seniors dès le premier jour dans des réunions avec des clients.
• Produire des rapports de planification financière de haute qualité.
• Contribuer à la construction de relations avec des clients UHNW.

Skills

Communication écrite

Communication verbale

Compétences techniques

Education

Diplôme d'une université réputée

Job description

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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