Full job descriptionAre you an experienced Paraplanner who enjoys more than just report writing?
We’re partnering with an award-winning wealth management firm experiencing continued growth and looking to appoint a highly technical, client-facing Paraplanner to work alongside two of their top-performing Financial Advisers.
This is a rare opportunity to become a trusted part of the advice process, supporting a high-net-worth client base with average investable assets exceeding £1m. You’ll attend client meetings, help shape financial planning strategies, and play a key role in delivering exceptional client outcomes.
What you’ll be doing:
Working closely with Financial Advisers throughout the client journey
Attending client meetings and building strong relationships
Producing bespoke suitability reports and recommendations
Conducting technical research across pensions, investments and protection
Creating detailed cashflow models and lifetime financial plans
Supporting complex planning cases for high and ultra-high-net-worth clients
What we’re looking for:
Minimum 3 years’ experience in a technical paraplanning role
Strong technical knowledge across pensions, investments and protection
Experience supporting complex HNW/UHNW client cases
Level 4 Diploma qualified as a minimum
Working towards Chartered status (or motivated to do so)
Excellent communication skills and confidence engaging with clients and advisers
Why join?
Clear pathway towards becoming a Financial Adviser
Full support with Chartered qualifications
Hybrid working model
Award-winning, growth-focused wealth management firm
Exposure to sophisticated planning strategies and high-value clients
Competitive salary, generous bonus, and comprehensive benefits package
If you’re looking for a role where you can combine deep technical expertise with meaningful client interaction and genuine career progression, I’d love to hear from you.
Contact me confidentially for further details.