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Paraplanner - Private Client Advisory
Location: London (City) - Hybrid (1-2 days in-office)
Salary: £50,000 - £55,000 + bonus + excellent benefits
Are you a detail-oriented Paraplanner ready for your next challenge in a collaborative and forward-thinking wealth managent firm?
Our client is a highly regarded, boutique financial planning and asset management practice—consistently featured in FTAdviser’s Top 100 list and named Best Financial Adviser to Work For 2025. As part of their continued growth, they’re looking to welcome an experienced and Level 4 qualified Paraplanner to support a Senior Adviser working with an expanding portfolio of high-net-worth individuals.
This is more than just a technical role—you’ll be a true partner in shaping financial strategies and delivering first-class service to clients.
About the Role:
You’ll work closely with one Financial Adviser, taking ownership of the full paraplanning process. Your days will involve:
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Preparing detailed, tailored financial planning reports
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Researching and analysing a wide range of financial solutions
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Constructing cash flow models using Voyant
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Helping craft holistic financial strategies
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Staying ahead of regulatory changes and compliance requirements
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Mentoring and guiding administrative support staff
What You'll Need:
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Minimum of 3 years experience in a Paraplanning role
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Level 4 Diploma in Regulated Financial Planning (CII preferred)
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Sound knowledge of investment, pension, and protection products
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Familiarity with Intelligent Office and Voyant is an advantage
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A passion for delivering high-quality support and a proactive mindset
Why Join?
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Competitive base salary of up to £55,000
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10% discretionary bonus
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7.5% pension contribution
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Private Medical Insurance
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Flexible working: 1-2 days a week in their modern City office
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Award-winning workplace culture with a real focus on values
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Support for further professional qualifications
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Long-term progression within a growing, values-led firm
Next Steps:
If you're ready to take your career to the next level in a respected and supportive environment, apply today. A specialist consultant will be in touch to discuss the opportunity before submitting your details.
