Paraplanner

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

• Competitive base salary up to £50,000

• 25 days annual leave + bank holidays

• Company pension (4% with NI benefits)

• Death in service cover (up to £200k)

• Private healthcare via CashPlan

• 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

• Craft complex, client-specific reports and suitability letters

• Conduct deep-dive technical research and create lifetime cashflow models

• Join client meetings to add value from day one

• Maintain regulatory excellence across all planning documentation

• Play a strategic role in high-level financial planning for HNW professionals

We'd Love To Hear From You If You

• Do you hold your Level 4 Diploma (CII/Chartered route ideal)

• Have experience supporting Advisers in a HNW or complex planning environment

• Are naturally detail-oriented, analytical, and proactive in your approach

• 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.