Paraplanner

Paraplanner UHNW ClientsLocation: Hybrid LondonSalary: Up to £60,000 + BonusA 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. Youll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.If youre 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 outWork directly with UHNW clients and their families across the UK and internationallyComplex, intellectually stimulating cases multi-jurisdictional planning, trusts, investment structures, cashflow modellingClient-facing from day one , attending meetings and acting as a trusted technical expertClear progression pathway to Adviser , with full support toward Chartered statusHybrid working in central London , typically 3 days in the officeAttractive bonus structure and benefits packageJoin a firm where paraplanners are respected, empowered, and central to client outcomesThe roleYoull 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 PlanningProducing suitability reports and annual review lettersCreating detailed cashflow models and technical researchReviewing risk profiles and ensuring advice is fully understood by clientsActing as a subject-matter expert on wrappers, products, and planning strategiesSupporting advisers with complex case analysis and technical queriesAttending client meetings, taking notes, and managing follow-up actionsHelping shape the future of paraplanning within the firmWhat were looking forLevel 4 Diploma qualified (ideally working towards Chartered)Ideally 34+ years paraplanning experienceStrong technical knowledge across financial planningExcellent report writing, communication, and client-handling skillsConfident working with senior stakeholders and UHNW individualsProactive, organised, and able to manage multiple complex casesExperience with cashflow modelling and financial planning toolsPlease send your CV to Ursula Sloan at Financial DivisionsTPBN1_UKTJ