Paraplanner – UHNW Clients
London | Hybrid Working | Salary up to £60,000 + Bonus + Benefits
We are working with a super high net worth banking and wealth advisory business that supports a select portfolio of high-net-worth and ultra-high-net-worth individuals and families with complex financial affairs.
This is a rare opportunity to join a highly respected, technically driven environment where paraplanners are viewed as specialists and play a central role in delivering sophisticated, high-quality advice. You’ll be working alongside experienced advisers, directors, and client relationship managers, gaining exposure to complex client scenarios and contributing directly to client outcomes.
The Role
As a Wealth Planner (Paraplanner), you will be a key part of the wealth planning team, supporting the delivery of holistic financial advice to a UHNW client base.
This is not a traditional report-writing role, you will be actively involved in the advice process, working collaboratively across the business and contributing to high-level financial planning decisions.
Key Responsibilities
- Supporting advisers and senior stakeholders in delivering comprehensive financial planning strategies
- Conducting detailed technical analysis across pensions, investments, trusts, and broader wealth structures
- Building and maintaining sophisticated cashflow models, including scenario testing and long-term projections
- Preparing high-quality suitability reports, financial plans, and supporting documentation
- Attending client meetings where appropriate to support the advisory process
- Reviewing existing client arrangements and providing technical insight and recommendations
- Keeping up to date with market developments, legislation, and planning strategies
About You
- Experienced Paraplanner within a regulated wealth management or financial planning firm
- Minimum Level 4 Diploma qualified (Chartered status or working towards is highly desirable)
- Strong technical knowledge across pensions, investments, tax, and wealth structuring
- Experience working with high-net-worth or ultra-high-net-worth clients preferred
- Confident in building and interpreting cashflow models
- Excellent attention to detail and strong analytical capability
- A collaborative mindset with the confidence to contribute to technical discussions
Salary & Benefits
- Competitive salary up to £60,000
- Annual discretionary bonus
- Pension scheme
- Private medical insurance
- Income protection
- Death in service cover
- Season ticket loan
- Subsidised gym membership
- Cycle to work scheme
- Employee Assistance Programme
- Hybrid working
Sector:
- Financial Services
- Financial Planning
