Chartered Paraplanner / Junior Financial Planner

ZipRecruiter; City Of London; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading wealth management firm in Mayfair seeks a Chartered Paraplanner to transition into a Junior Financial Planner role for ultra-high-net-worth clients. The position focuses on delivering personalized financial advice without sales targets, supported by senior team members. A competitive salary up to £80,000 plus bonuses and benefits is offered.

Benefits

Bonus of 10%+

Comprehensive benefits package, including PMI and Pensions

Annual incentive trips abroad

Qualifications

• Chartered or nearly Chartered Paraplanner.
• Experience in advising ultra-high-net-worth clients.
• Capable of building relationships with sophisticated clients.

Responsibilities

• Manage a client bank of ultra-high-net-worth individuals.
• Join client meetings and build relationships from day one.
• Receive mentoring from senior team members.

Skills

Confident communicator

Strong technical background in paraplanning

Education

Chartered or within one exam of Chartered status

Strong academic background

Job description

Job Description

Chartered Paraplanner / Junior Financial Planner – Ultra-HNW Clients

Location: London (Mayfair)

Salary: to £80,000 + Bonus + Benefits

We’re working with a boutique wealth management firm based in Mayfair, offering 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 nearly Chartered) Paraplanner who is now ready to step into a Junior Financial Planner role. This is a rare opportunity to transition into advice with the full support of a highly respected firm.

The Role

• You’ll be given a client bank of ultra-high-net-worth individuals, families, and trustees, and supported by the senior team to move into a full advisory role within 12 months.
• You’ll join client meetings from day one, begin building relationships, and receive mentoring directly from the Directors.
• The firm is genuinely client-first – no sales targets, no product pushing – just a focus on delivering outstanding, long-term financial advice.

About the Firm

• Independent, directly authorised, and boutique in approach.
• Clients typically have £1M–£25M+ AUM.
• Close collaboration with in-house investment and tax specialists to deliver joined-up, technically robust advice.
• Low adviser-to-client ratios, high-touch service, and a mature, flexible working culture.

Package

• Salary: to £80,000
• Bonus: 10%+
• Benefits: Full package including PMI, PHI, Pensions, annual incentive trips abroad etc
• Location: London office (Mayfair)

Requirements

• Chartered or within one exam of Chartered status
• Strong technical background in paraplanning
• Confident communicator, capable of building relationships with sophisticated HNW clients
• A strong academic background and/or a track record of professional excellence would be advantageous