Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client
Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.
ResponsibilitiesIn this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:
*Crafting bespoke financial planning reports and suitability letters

*Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection

*Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)

*Attending client meetings alongside a Chartered Adviser to offer real-time support

*Ensuring regulatory compliance and excellence in documentation (FCA standards)

*Playing an integral role in complex strategy formulation for HNW clients

RequirementsWe’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.
Essential:
*Level 4 Diploma in Regulated Financial Planning (CII or equivalent)

*Proven experience in a Paraplanner role supporting Financial Advisers

*Exposure to high-net-worth or complex financial planning environments

*Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing

*Advanced report writing and analytical skills

*Comfortable working in a hybrid environment (3 days in-office, 2 from home)

Desirable:
*Working towards Chartered Financial Planner status

*Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)

BenefitsYour expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:
*Competitive base salary: up to £60,000 (DOE)

*25 days annual leave plus bank holidays

*Company pension with National Insurance advantage (4%)

*Death in service cover (up to £200,000)

*Private medical cover (CashPlan scheme)

*Full study support toward Chartered or further professional qualifications

*Hybrid working model to support your work-life balance

Location & Work Type*Hybrid: 3 days in our Marlow office, 2 days remote working

*Client base: London-based professionals and executives

*Full-time | Permanent

How to ApplyIf you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.