Chartered Paraplanner - UHNW Client Focus - Central London (Hybrid) - Up to £70,000 + Bonus (US)

Are you a Chartered Paraplanner ready to take your career to the next level?

This is a rare opportunity to work directly alongside a top-billing Director in one of London's most prestigious financial planning teams, supporting a select portfolio of ultra-high-net-worth (UHNW) clients. You'll be immersed in complex planning strategies, bespoke investment solutions, and high-touch client service-while building the foundation for your own advisory career.

What You'll Be Doing

• Providing technical and strategic paraplanning support to a leading Director
• Preparing bespoke suitability reports and conducting in-depth research
• Attending client meetings and contributing to high-level planning discussions
• Managing and reviewing UHNW client portfolios, asset allocations, and tax strategies
• Collaborating with internal teams to ensure seamless client service and compliance

Career Progression

This role is designed with growth in mind. For the right candidate, there is a clear pathway to becoming an adviser-with a client book provided and full support to transition into a front-facing role.

What You'll Bring

• Chartered Financial Planner status (or equivalent Level 6 qualification)
• Proven experience working with complex financial planning cases
• Exceptional attention to detail and communication skills
• Confidence working with UHNW individuals and families
• Ambition to evolve into an advisory role

What's On Offer

• Competitive salary up to £70,000
• Discretionary annual bonus
• Support for continued professional development
• Exposure to elite-level financial planning and investment strategy
• Long-term career progression in a highly respected firm

Please send your CV to Ursula Sloan at Financial Divisions