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Senior Paraplanner – Private Wealth
London | Up to £70,000 + Exceptional Bonus & Benefits | Hybrid Working
We are working exclusively with one of the leading names in the UK wealth management and financial planning sector to recruit an experienced Senior Paraplanner for their London Wealth Planning team.
This is a high-quality opportunity for an accomplished Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career within Paraplanning rather than viewing the role simply as a stepping stone into advice.
You’ll join an established team working with HNW and UHNW private clients, supporting highly experienced Wealth Planners with sophisticated and often complex financial planning requirements. Each Paraplanner works closely with two Wealth Planners and is supported by a dedicated Client Support Executive, allowing you to focus on higher-level technical and client work.
The position offers genuine client exposure. You’ll attend meetings alongside Wealth Planners, develop trusted relationships with clients, research and assess appropriate planning solutions and produce high-quality recommendations. As a senior member of the team, you’ll also act as a technical point of contact and help support the development of less experienced colleagues.
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Key responsibilities will include:
- Supporting Wealth Planners with complex client planning requirements
- Researching and assessing financial planning solutions
- Producing reason-why letters and client recommendations
- Attending client meetings and assisting with ongoing client relationships
- Supporting annual reviews and new client proposals
- Ensuring new business and client files meet required compliance standards
- Acting as a technical resource for colleagues
- Supporting and mentoring junior members of the Paraplanning team
- Contributing to wider technical projects and improvements across Wealth Planning
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We are looking for an experienced Paraplanner with strong technical knowledge across the principal areas of financial planning and previous experience working with HNW clients. You’ll need to be professional, analytical and highly detail-focused, while also having the confidence and communication skills required to operate effectively in a client-facing private wealth environment.
The package is highly competitive, with a base salary of up to £70,000, exceptional bonus potential and an excellent wider benefits package. Hybrid working is available with three days in the London office and two from home.
Most importantly, this is a genuine long-term Paraplanning career opportunity with a highly regarded, established wealth management business. The firm specifically wants to attract individuals who see Paraplanning as a profession in its own right and want to continue developing at a senior technical level.
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Jessica, London
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