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  • City of London, London
  • Permanent
  • £40,000 to £50,000

Job details.

Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.

Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.

This position will be based at the London office and offers hybrid working.


Key Responsibilities:

  • Working closely with our Financial Planners, their Associates and the in-house tax team you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.

The areas of advice will include:

  • Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
  • Undertake technical research, compile financial planning recommendations.
  • Undertake a limited number of defined benefit pension transfer reviews.
  • Attend meetings with Financial Planners, developing relationships with clients.
  • Analyse client data and prepare cash flow analyses.
  • Liaise with product providers and other third parties.
  • Mentor, nurture and develop trainees.
  • Ensure all regulatory and compliance standards are met.
  • Contribute to the ongoing development of best practice within the business.


Candidate Profile:

  • Minimum Level 4 qualified – Diploma in Financial Planning/ Regulated Financial Planning.
  • Preferably having achieved or working towards Certified &/or Chartered Financial Planner qualifications (support with this will be provided).
  • Pension Transfer Specialist. (AF7 or AF3)


Compensation Package:

  • Salary range: £40,000 to £50,000
  • 15% pension contribution
  • Private medical health coverage
  • Life Cover
  • Group income protection
  • Gym subsidy
  • Interest-free season ticket loan
  • Cycle2work scheme


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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