Paraplanner

Financial Divisions; England; On-site; GBP 63,000 - 75,000; Full time

Job summary

A prestigious wealth management firm in the UK is seeking a Chartered Senior Paraplanner to join their team. In this prominent role, you will leverage your technical expertise to build bespoke financial plans while maintaining strong client relationships. You will receive competitive remuneration, equity options, and tailored mentorship from senior partners. This position offers a unique opportunity to transition into advisory roles while managing HNW and UHNW clients, significantly advancing your career in wealth management.

Benefits

Market leading salary

Equity opportunities

Direct mentorship from the founding Partner

Collaborative team environment

Excellent on-the-job mentoring and training

Qualifications

• Essential Chartered Paraplanner qualification.
• Strong expertise in pensions, investments, trusts, estate planning, and IHT planning.
• Detail-oriented with strong analytical skills.

Responsibilities

• Build complex, bespoke financial plans.
• Conduct technical analysis and research.
• Attend client meetings and deliver advice.
• Draft complex reports and cash flow models.
• Provide first-class service alongside the Adviser.

Skills

Chartered Paraplanner qualification

Strong technical expertise in pensions

Analytical and detail-oriented

Excellent client relationship skills

Job description

Chartered Senior Paraplanner (Client Facing)

Location: London

Salary: Salary up to £75k + benefits including equity

About My Client

My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations.

They take a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants.

The Role

We are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner, assisting in the design and deliver of highly tailored and complex financial strategies.

Duties will include

• Building complex, bespoke financial plans
• Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning
• Attending client meetings and contributing directly to advice delivery
• Drafting complex reports and cash flow models
• Supporting clients with a first-class service alongside the Adviser and wider Administrator Team

Why This Role?

This is a career-defining move for a Senior Paraplanner who wants more than just technical work. The future opportunity is to work closely with the Founding Partner to enable them to fully hand over their client bank to you , to allow them to focus more on the management and future direction of the business. At this point you will get equity in the business.

What you will get from the role

• Client-facing exposure from day one
• Working with HNW and UHNW clients
• The chance to shape processes and technical standards within the firm
• A clear pathway to becoming an Adviser
• Ownership of the Partners clients
• The opportunity to own equity in the business as part of your long-term career progression

About You

• Chartered Paraplanner qualification essential
• Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning
• Analytical, detail-oriented, and ambitious
• Enjoys working closely with clients and building lasting relationships
• Looking for a role that combines technical excellence with future client ownership

What’s on Offer

• Market leading salary, competitive benefits package and equity
• Direct mentorship from the founding Partner
• Exposure to complex, high-value client cases
• A supportive, collaborative team environment
• Excellent on the job mentoring and training
• Long-term career progression