FD
Posted 3 days ago
Paraplanner – UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus
Financial Divisions
📍 London, GB
Hybrid
Job description
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level.
My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.
If you’re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.
Why this role stands out
- Work directly with UHNW clients and their families across the UK and internationally
- Complex, intellectually stimulating cases — multi-jurisdictional planning, trusts, investment structures, cashflow modelling
- Client-facing from day one, attending meetings and acting as a trusted technical expert
- Clear progression pathway to Adviser, with full support toward Chartered status
- Hybrid working in central London, typically 3 days in the office
- Attractive bonus structure and benefits package
- Join a firm where paraplanners are respected, empowered, and central to client outcomes <...
Benefits
Hybrid