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Paraplanner – Work One-on-One with a Chartered Adviser Supporting HNW Clients in LondonWhere Expertise Meets Impact – Join a Firm that Delivers True Value to Clients with £1.2M+ AUM
Are you an experienced Paraplanner looking to elevate your career by working on complex, high-value cases with London-based HNW professionals? This is your opportunity to step into a role that offers direct collaboration with a Chartered Financial Adviser, where your technical skillset will be central to delivering genuinely bespoke, high-impact financial advice.
Why This Opportunity Stands Out
HNW Focus, Chartered QualityJoin a prestigious, Chartered Financial Planning firm known for its in-depth, tailored approach to clients with over £1.2 million in assets under management. This isn't volume-based financial planning – it's thoughtful, nuanced strategy work for clients who expect excellence.
1-2-1 Adviser CollaborationYou won’t be stuck behind the scenes. You'll be working closely with a Chartered Adviser, acting as their technical right-hand in crafting elegant, compliant, and client-focused financial strategies.
Marlow, Hybrid FlexibilityWhile your clients are London-based professionals, enjoy a hybrid model that balances professionalism with personal flexibility – 3 days in the office, 2 days from home.
What’s In It For You
?? Salary & Benefits
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Competitive base salary up to £50,000Â
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25 days annual leave + bank holidays
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Company pension (4% with NI benefits)
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Death in service cover (up to £200k)
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Private healthcare via CashPlan
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Study support for further qualifications and chartered status
?? Career Development with ImpactWhether you’re advancing toward Chartered status or sharpening your report-writing expertise, this role offers both challenge and support. You’ll gain exposure to highly technical cases while being encouraged to contribute ideas and continuously improve processes.
Your Day-to-Day
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Craft complex, client-specific reports and suitability letters
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Conduct deep-dive technical research and create lifetime cashflow models
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Join client meetings to add value from day one
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Maintain regulatory excellence across all planning documentation
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Play a strategic role in high-level financial planning for HNW professionals
We’d Love To Hear From You If You…
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Do you hold your Level 4 Diploma (CII/Chartered route ideal)
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Have experience supporting Advisers in a HNW or complex planning environment
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Are naturally detail-oriented, analytical, and proactive in your approach
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Thrive in a collaborative setting where your input shapes client outcomes
Make Your Next Role One That Truly MattersIf you’re ready to step into a Paraplanning position where complexity is the norm and excellence is expected – and appreciated – apply today and help deliver the kind of planning that changes lives.
