Chartered Senior Paraplanner – Client Facing

2 weeks ago

Greater London, United Kingdom Financial Divisions Full time

This is one of the most desirable opportunities on the market for an ambitious, technically gifted financial planning professional. If you are a Chartered Senior Paraplanner who wants to work directly with clients, influence complex advice strategies, and ultimately inherit a high-value client bank, this role will transform your long‑term career trajectory. About the Firm This award‑winning Chartered Wealth Management firm operates exclusively in the HNW and UHNW space, consistently growing year on year—entirely through referrals. They specialise in complex intergenerational planning, working closely with solicitors, trustees, accountants and other professional partners to deliver exceptionally high‑level, holistic financial strategies. They are now seeking a driven, client‑focused paraplanner capable of operating at the highest technical level. The Opportunity This is not a back‑office paraplanning role. You will work side‑by‑side with the Founding Partner, attending client meetings, shaping sophisticated financial plans and contributing directly to advice delivery. Your work will sit at the heart of the client relationship, involving significant client contact and deep technical involvement across investments, pensions, trusts, tax and estate planning. Key responsibilities include : Designing highly tailored, com... #J-18808-Ljbffr

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