Paraplanner – UHNW Clients – London/ Hybrid – Up to £60,000 + Bonus job at London Full Time NEW

A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level.

My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.

If you’re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.

Why this role stands out

• Work directly with UHNW clients and their families across the UK and internationally
• Complex, intellectually stimulating cases — multi-jurisdictional planning, trusts, investment structures, cashflow modelling
• Client-facing from day one, attending meetings and acting as a trusted technical expert
• Clear progression pathway to Adviser, with full support toward Chartered status
• Hybrid working in central London, typically 3 days in the office
• Attractive bonus structure and benefits package
• Join a firm where paraplanners are respected, empowered, and central to client outcomes

The role

You’ll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include:

Wealth Planning

• Producing suitability reports and annual review letters
• Creating detailed cashflow models and technical research
• Reviewing risk profiles and ensuring advice is fully understood by clients
• Acting as a subject-matter expert on wrappers, products, and planning strategies
• Supporting advisers with complex case analysis and technical queries
• Attending client meetings, taking notes, and managing follow-up actions
• Helping shape the future of paraplanning within the firm

What we’re looking for

• Level 4 Diploma qualified (ideally working towards Chartered)
• Ideally 3–4+ years’ paraplanning experience
• Strong technical knowledge across financial planning
• Excellent report writing, communication, and client-handling skills
• Confident working with senior stakeholders and UHNW individuals
• Proactive, organised, and able to manage multiple complex cases
• Experience with cashflow modelling and financial planning tools

Please send your CV to Ursula Sloan at Financial Divisions