Are you a client-facing Paraplanner within an St James’s Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression?
Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role.
This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time.
This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth.
You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one — attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time.
Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time.
The Role
*Work directly with the MD on client relationships and ongoing planning
*Attend client meetings and act as a key point of contact
*Prepare meeting packs and support cashflow modelling (Voyant)
*Build relationships with HNW/UHNW clients and their families
*Develop relationships with the next generation of clients
*Gradually take ownership of long-standing client relationships
About You
*3–5+ years’ experience in a client-facing Paraplanner role
*Level 4 Diploma
*Ideally already exposed to clients or attending meetings regularly
*Confident working with HNW/UHNW clients
*Strong interpersonal and relationship-building skills
*Polished, professional and commercially aware
*Keen to progress into a more senior, client-facing advisory role over time
What’s On Offer
*£65,000 – £70,000 base salary + bonus and benefits
*Equity in the business
*Equity increases over time as responsibility grows
*Genuine succession pathway into ownership of a client book and the business
*Full client exposure from day one alongside the MD
*High-quality HNW/UHNW client base
*Clear route into advising, leadership and long-term business ownership
This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work.
You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time.
If you’re looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market.
If this opportunity is of interest, please send your CV to Harry at Financial Divisions