Full job descriptionA rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression.
You’ll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry.
THE ROLE
• Support two Advisers within a pod, delivering high-quality financial planning work
• Produce detailed cashflow modelling and technical analysis for complex client affairs
• Prepare suitability reports, financial plans, and supporting documentation
• Attend client meetings and contribute to advice delivery
• Collaborate closely with Directors, CRMs, and junior paraplanners
• Maintain strong technical knowledge across tax, pensions, investments, and structuring
• Play a key role in a detail-driven, high-performance team
ABOUT YOU
• Level 4 Diploma qualified (Chartered or working towards is a strong advantage)
• Solid experience in a regulated paraplanning role
• Exceptional attention to detail and confidence handling complex client scenarios
• Clear, confident communicator able to simplify technical matters
• Highly organised with the ability to manage multiple deadlines
• Ambitious, proactive, and motivated — someone who brings energy and initiative
WHAT’S ON OFFER
• A clear, structured pathway to Adviser
• Exposure to sophisticated UHNW planning work
• A supportive pod model designed for development and progression
• The stability and scale of a global organisation with the feel of a close-knit team
If you’re an ambitious paraplanner looking for genuine progression and the chance to work at the top end of the market, I’d love to speak with you.
Please email Ursula at Financial Divisions