Chartered Senior Paraplanner

19 hours ago

London Area, United Kingdom Financial Divisions Full time

CHARTERED 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 enviable position of gaining all their new business from referrals and recommendations, with solid introductory relationships. They provide 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:

They 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 and assisting in the design and delivery of highly tailored and complex financial strategies.

Duties will include (but not be limited to):

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 OPPORTUNITY?

This opportunity provides a career-defining move for a Senior, technically skilled 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.

In summary:

Client-facing exposure from day one

Working closely 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

Enjoy 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 (demonstrating level of this opportunity), 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

CV to

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