Paraplanner - London - £55,000 - £60,000 base + bonus + benefits

A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression.

If you’re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.

The Opportunity

As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You’ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios.

This is not a pure back-office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.

The Role

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• Suitability report writing - clear, compliant, technically robust
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• Wealth planning research for UK & international clients
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• Completing annual suitability review letters
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• Ensuring clients understand the key features of the advice provided
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• Producing cashflow modelling and long-term planning analysis
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• Reviewing client risk-profiling reports
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• Supporting advisers with technical analysis and case guidance
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• Attending client meetings, taking notes, and following up on actions
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What They’re Looking For

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• Proven experience as a Paraplanner within wealth management
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• Level 4 Diploma (essential) with desire to achieve Chartered or Certified status
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• Ideally 3–4 years’ experience in a similar role
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• Strong organisational and time-management skills
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• Excellent written and verbal communication
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• High level of discretion and professionalism
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• Proficiency in Microsoft Office and collaboration tools
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• Ability to work independently and collaboratively
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• Strong interpersonal skills and a proactive, solution-oriented approach
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• Comfortable interacting with senior stakeholders and external visitors
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Skills & Experience

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• Strong understanding of the financial planning process and compliance
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• Ability to work under pressure and deliver accurate work first time
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• Experience of report writing and technical analysis
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• Proficient with financial planning tools and modelling software
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• Confident acting as a technical point of contact for clients and providers
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Interested? Get in Touch with Laura at Financial Divisions