Paraplanner – UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus

A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level.

My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.

If you’re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.


Why this role stands out

  • Work directly with UHNW clients and their families across the UK and internationally
  • Complex, intellectually stimulating cases — multi-jurisdictional planning, trusts, investment structures, cashflow modelling
  • Client-facing from day one, attending meetings and acting as a trusted technical expert
  • Clear progression pathway to Adviser, with full support toward Chartered status
  • Hybrid working in central London, typically 3 days in the office
  • Attractive bonus structure and benefits package
  • Join a firm where paraplanners are respected, empowered, and central to client outcomes


The role

You’ll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include:

Wealth Planning

  • Producing suitability reports and annual review letters
  • Creating detailed cashflow models and technical research
  • Reviewing risk profiles and ensuring advice is fully understood by clients
  • Acting as a subject-matter expert on wrappers, products, and planning strategies
  • Supporting advisers with complex case analysis and technical queries
  • Attending client meetings, taking notes, and managing follow-up actions
  • Helping shape the future of paraplanning within the firm


What we’re looking for

  • Level 4 Diploma qualified (ideally working towards Chartered)
  • Ideally 3–4+ years’ paraplanning experience
  • Strong technical knowledge across financial planning
  • Excellent report writing, communication, and client-handling skills
  • Confident working with senior stakeholders and UHNW individuals
  • Proactive, organised, and able to manage multiple complex cases
  • Experience with cashflow modelling and financial planning tools

Please send your CV to Ursula Sloan at Financial Divisions

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