Senior Technical Paraplanner - London (Hybrid) - Up to £70k + Bonus + Career Progression

Client Type: UHNW & HNW Individuals & Families

Are you a seasoned Paraplanner with a passion for delivering truly holistic financial planning? Do you thrive on working at a strategic level, crafting bespoke solutions for discerning clients? If so, this is your opportunity to step into a pivotal role at one of London's most respected independent financial planning and investment firms.

About the Firm

This is no ordinary practice. Our client is a forward-thinking, boutique wealth management firm that provides high-touch, intergenerational advice to a loyal portfolio of UHNW individuals and families. Their culture is grounded in professionalism, trust, and exceptional client care-and they're looking for someone who shares those values.

The Role

You'll work side by side with the Directors and Advisers, attending client meetings and supporting the development of detailed cashflow models and tailored suitability reports that reflect the firm's commitment to excellence. You'll play a key role in shaping complex advice strategies across investments, pensions, protection, and estate planning.

• Collaborate closely with advisers at Director level
• Prepare bespoke suitability reports and financial plans
• Build and maintain lifetime cashflow models
• Attend high-level client meetings to support planning conversations
• Help refine and evolve internal advice processes
• Contribute to an outstanding client experience from start to finish

About You

• Diploma qualified (minimum) and ideally working towards Chartered status
• Experience working with HNW or UHNW clients
• Strong technical knowledge across pensions, investments, tax, IHT, and trusts
• Confident communicator and proactive thinker
• Comfortable working both independently and collaboratively

The Future

This is more than a job. It's a chance to shape your own career in a business that supports ambition. If your long-term goal is to become a Financial Adviser, that pathway is open to you-with mentorship and support every step of the way.

Why Join

• Work with a prestigious boutique IFA
• Exposure to complex, rewarding client work
• Autonomy and influence in a senior paraplanning role
• Career progression to adviser level if desired
• A collaborative, values-led team culture

If this sounds like the role where your technical expertise and client-centric approach can truly shine, we'd love to hear from you.