Chartered Paraplanner / Junior Financial Planner

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

Job summary

A leading boutique wealth management firm in Mayfair is looking for a Chartered Paraplanner ready to step into a Junior Financial Planner role. This unique opportunity allows you to work with ultra-high-net-worth clients and receive close support and mentorship from experienced Directors, ensuring a client-first approach to financial advice, without sales targets.

Benefits

Private Medical Insurance (PMI)

Pension Plan

Annual incentive trips abroad

Qualifications

• Strong technical background in paraplanning.
• Confident communicator with HNW clients.
• Advantageous track record of professional excellence.

Responsibilities

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

Skills

Communication

Technical Paraplanning

Education

Chartered or nearly Chartered status

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