Chartered Paraplanner / Junior Financial Planner

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

Job summary

A leading boutique wealth management firm based in London seeks a Chartered Paraplanner to transition into a Junior Financial Planner role. You will work with an elite client base, receive hands-on mentorship, and deliver personalized financial advice without sales pressure. The firm offers a supportive culture with excellent benefits and strong career progression opportunities.

Benefits

Private medical insurance

Pension scheme

Annual incentive trips abroad

Qualifications

• Chartered or within one exam of Chartered status.
• Strong technical background in paraplanning.
• Capable of building relationships with sophisticated HNW clients.

Responsibilities

• Manage a client bank of ultra-high-net-worth individuals.
• Join client meetings from day one and receive mentoring.
• Focus on delivering outstanding long-term financial advice.

Skills

Strong technical background in paraplanning

Confident communicator

Education

Chartered status or nearly Chartered

Job description

Chartered Paraplanner / Junior Financial Planner, london

Client:

mbf

Location:

london, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

5

Posted:

26.06.2025

Expiry Date:

10.08.2025

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

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Created on 26/06/2025 by JR United Kingdom