Step into a role that genuinely accelerates your career. We’re partnering with a highly respected, long-established Wealth & Investment Management firm in London — managing billions in assets and known for exceptional client service and internal progression.
You’ll work directly with a top-billing Director/Adviser, gaining exposure to sophisticated client work and high-value planning cases. This is a firm that grows organically, invests heavily in its people, and has a proven track record of developing Paraplanners into successful Advisers.
If you’re an accomplished Paraplanner with strong client-facing experience and the ambition to take your career to the next level, this is the opportunity you’ve been waiting for.
What you’ll be doing
*Partnering closely with a leading Director/Adviser on complex, high-value client cases
*Producing high-quality research, analysis and suitability reports
*Delivering cashflow modelling and supporting holistic wealth planning
*Playing an active role in client meetings and ongoing relationship management
*Ensuring seamless onboarding and confident, clear communication throughout
*Working with custodians and internal teams to manage smooth asset transfers
*Contributing to process improvements and wider business initiatives
What we’re looking for
*3+ years’ experience as a Paraplanner in a client-facing capacity
*Strong technical knowledge and confidence handling complex planning scenarios
*Excellent communication skills with the ability to engage senior stakeholders
*High attention to detail, strong organisation and a proactive mindset
*Comfortable using Microsoft Office and modern collaboration tools
*Ambition to progress — with a clear path available toward an Adviser role
Why this role stands out
*Work directly with a top-performing Director/Adviser
*Join a prestigious, well-established firm with billions under management
*Genuine career progression — including Adviser pathways
*Support for exams, training and professional development
*Hybrid working, excellent benefits and a collaborative, high-performing culture