Paraplanner
4 days ago
Chartered Senior Paraplanner (Client Facing) Location: London Salary: Salary up to £75k + benefits including equity About my client: My client is a highly reputable Chartered Wealth Management firm, that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their new business from referrals and recommendations. They take a truly holistic approach with their clients, covering the intergenerational transfer of assets and working with third party professionals, including Solicitors, Trustees and Accountants. The Role We are seeking an experienced Chartered Paraplanner who thrives on the technical aspects of the role and enjoys being client-facing. This is not a back-office role; you will be at the heart of the client relationship, attending client meetings, working closely with the Founding Partner, assisting in the design and deliver of highly tailored and complex financial strategies. Duties will include: Building complex, bespoke financial plans Technical analysis and research across pensions, investments, trusts, estate planning, and tax planning Attending client meetings and contributing directly to advice delivery Drafting complex reports and cash flow models Supporting clients with a first-class service alongside the Adviser and wider Administrator Team Why This Role? This is a career-defining move for a Senior Paraplanner who wants more than just technical work. The future opportunity is to work closely with the Founding Partner to enable them to fully hand over their client bank to you , to allow them to focus more on the management and future direction of the business. At this point you will get equity in the business. What you will get form the role: Client-facing exposure from day one Working with HNW and UHNW clients The chance to shape processes and technical standards within the firm A clear pathway to becoming an Adviser Ownership of the Partners clients The opportunity to own equity in the business as part of your long-term career progression About You Chartered Paraplanner qualification essential Strong technical expertise in pensions, investments, trusts, estate planning, and IHT planning Analytical, detail-oriented, and ambitious Enjoys working closely with clients and building lasting relationships Looking for a role that combines technical excellence with future client ownership What’s on Offer Market leading salary, competitive benefits package and equity Direct mentorship from the founding Partner Exposure to complex, high-value client cases A supportive, collaborative team environment Excellent on the job mentoring and training Long-term career progression
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Paraplanner
2 weeks ago
London Area, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
4 weeks ago
London Area, United Kingdom Financial Divisions Full timeParaplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression PathI’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of a...
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Paraplanner
2 weeks ago
London Area, United Kingdom Chase de Vere Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
1 week ago
London Area, United Kingdom Nelson Scott Full timeParaplannerWhat will you be doing?We're seeking a talented individual to join our Paraplanning team in London, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing...
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Paraplanner
1 day ago
London Area, United Kingdom IDEX Consulting Ltd Full timeParaplannerLocation:London (Hybrid)Salary:Up to circa £75,000 + excellent benefitsAbout the PracticeAn independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service.They provide an integrated offering that...
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Paraplanner
3 weeks ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...
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Paraplanner
3 weeks ago
Manchester Area, United Kingdom Ferguson Dean Full timeA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment provided, you will...
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Paraplanner
17 hours ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in London provides opportunity to join a growing IFA firm who value the support added by Paraplanners. The Directors are looking to recruit a Paraplanner who shares their values and takes pride in improving their client’s outcomes. You will be a key link between the advice provided and end implementation. **Your duties will...
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Paraplanner
2 weeks ago
London, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...
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Chartered Senior Paraplanner
19 hours ago
London Area, United Kingdom Financial Divisions Full timeCHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER)London (City)Salary up to £75k + benefits including equity (DOE)Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the...
