Full job descriptionA 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