Chartered Paraplanner / Junior Financial Planner

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

Job summary

A boutique financial advisory firm in London is seeking a financial advisor for ultra-high-net-worth clients. You will manage a client bank with direct support from senior staff and receive mentorship. The firm emphasizes long-term client relationships without sales targets, offering a competitive salary up to £80,000 plus bonuses. Candidates should have Chartered status and a strong technical background in paraplanning.

Benefits

Private Medical Insurance

Pension plan

Annual incentive trips abroad

Qualifications

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

Responsibilities

• Manage a client bank of ultra-high-net-worth individuals.
• Participate in client meetings from day one.
• Collaborate with in-house specialists to deliver robust advice.

Skills

Strong communication skills

Technical paraplanning knowledge

Relationship building

Education

Chartered status or near

Job description

Job Description

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