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Chartered Paraplanner

  • London
  • Permanent
  • £80,000

Job details.

Our client, a distinguished UHNW Wealth Management business nestled in the heart of London, is on the lookout for an exceptional Senior Paraplanner to join their team.

About our client:

Our client operates at the peak of the UHNW Wealth Management sector, with offices in London and France. Specialising in providing bespoke Wealth Management advice to clients in London and expatriates, they are a highly regarded, multi award winning firm, acknowledged for their excellence at the top end of the market.

The Role:

Our client has recently started their search for a new Senior Paraplanner. They seek an experienced individual ideally qualified to Chartered status or within one exam of achieving it. The successful candidate will play a pivotal role in navigating the complex landscape of wealth management, providing technical expertise, and ensuring unparalleled service delivery.

Key Responsibilities Include:

Technical Services:

  • Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
  • Sourcing of external provider solutions.

Drafting advice:

  • Input into the design of planning solutions and the subsequent drafting of the advice to clients.
  • Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.

Interaction with clients:

  • Stay updated with industry news and trends.
  • Professionally address and acknowledge client queries promptly.

Why Our Client:

  • Hybrid & Flexible Work Policy: They understand the importance of work-life balance and offer a flexible working environment.
  • Career Growth Opportunities: Be part of one of London's leading boutique HNW advisory businesses, offering an exciting platform for progression and career development.

Package Highlights:

  • Competitive Salary to £80,000
  • Flexible & Hybrid Work Policy: Tailored to suit you
  • Annual Bonus
  • Comprehensive Benefits: Enjoy generous holiday allowances, pension contributions, healthcare coverage, cycle-to-work schemes, season tickets, and more.

This is a perfect role for an experienced individual of Chartered Status who has carved out a career as a Paraplanner and wishes to work in an environment typified by excellence.

Apply now.


  1. Financial Services

Joseph Gorman

Managing Consultant

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