We are working with a highly successful, well-established Investment Management and Financial Planning practice, renowned for delivering complex and holistic financial planning to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. They are now looking to recruit an experienced/Senior Paraplanner to join their close-knit, high-performing team.
The Role:
This is a technically challenging and highly rewarding paraplanning role. You will work closely with the Head of Wealth, helping to managing a book of clients and delivering high-level paraplanning support.
Your responsibilities will include:
- Producing detailed technical analysis and complex financial plans
- Handling sophisticated client cases (beyond templated reports)
- Supporting client relationship management and engagement
- Contributing to process improvements and potential team leadership over time
This role is ideal for someone proactive, commercially aware and highly technical - someone ready to deliver bespoke financial planning solutions.
What we are looking for:
- Minimum of 5 years’ experience in a paraplanning role
- Strong knowledge of pensions, investments, and holistic financial planning
- Chartered status or working towards it
- Proficiency with Voyant and FE Analytics
- Experience managing complex cases, implementing processes, or mentoring others
- Confident and clear communicator, able to work directly with clients
- Career Paraplanner with a detail-oriented, fast-paced, and focused approach
What’s on Offer:
- Salary between £50,000 – £60,000+ (potential flexibility for exceptional candidates)
- Discretionary bonus scheme
- Flexible and remote working with only 1 day per quarter in the London office
- Opportunity to work in a collaborative, intelligent, and highly supportive team environment
This is a rare chance to join a forward-thinking practice where you’ll be empowered to deliver your best work and build genuine client relationships.
If you’re a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
