Paraplanner - UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus

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

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

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

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