Paraplanner

Job description

Paraplanner – UHNW Clients

London | Hybrid Working | Salary up to £60,000 + Bonus + Benefits

We are working with a super high net worth banking and wealth advisory business that supports a select portfolio of high-net-worth and ultra-high-net-worth individuals and families with complex financial affairs.

This is a rare opportunity to join a highly respected, technically driven environment where paraplanners are viewed as specialists and play a central role in delivering sophisticated, high-quality advice. You’ll be working alongside experienced advisers, directors, and client relationship managers, gaining exposure to complex client scenarios and contributing directly to client outcomes.

The Role

As a Wealth Planner (Paraplanner), you will be a key part of the wealth planning team, supporting the delivery of holistic financial advice to a UHNW client base.

This is not a traditional report-writing role, you will be actively involved in the advice process, working collaboratively across the business and contributing to high-level financial planning decisions.

Key Responsibilities

• Supporting advisers and senior stakeholders in delivering comprehensive financial planning strategies
• Conducting detailed technical analysis across pensions, investments, trusts, and broader wealth structures
• Building and maintaining sophisticated cashflow models, including scenario testing and long-term projections
• Preparing high-quality suitability reports, financial plans, and supporting documentation
• Attending client meetings where appropriate to support the advisory process
• Reviewing existing client arrangements and providing technical insight and recommendations
• Keeping up to date with market developments, legislation, and planning strategies

About You

• Experienced Paraplanner within a regulated wealth management or financial planning firm
• Minimum Level 4 Diploma qualified (Chartered status or working towards is highly desirable)
• Strong technical knowledge across pensions, investments, tax, and wealth structuring
• Experience working with high-net-worth or ultra-high-net-worth clients preferred
• Confident in building and interpreting cashflow models
• Excellent attention to detail and strong analytical capability
• A collaborative mindset with the confidence to contribute to technical discussions

Salary & Benefits

• Competitive salary up to £60,000
• Annual discretionary bonus
• Pension scheme
• Private medical insurance
• Income protection
• Death in service cover
• Season ticket loan
• Subsidised gym membership
• Cycle to work scheme
• Employee Assistance Programme
• Hybrid working

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

02-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English