Paraplanner - London Hybrid - Up to £50,000 + Discretionary Bonus - #2147438

Are you an ambitious Paraplanner looking to join a highly respected Independent Financial Advice firm and work alongside a team that genuinely invests in your development?

We're partnering with a well-established, highly reputable wealth management business that is looking to add a talented Paraplanner to its growing team.

The Opportunity

You'll support two experienced Financial Advisers who work exclusively with Ultra High Net Worth (UHNW) clients, giving you exposure to complex and rewarding financial planning cases.

This is a varied role where you'll be heavily involved across the full advice process, including:

Writing high-quality suitability reports

Research and technical analysis

Pension planning

Investments

Protection planning

Inheritance Tax (IHT) and estate planning strategies

Cashflow modelling

Preparing client recommendations and supporting documentation

Attending client meetings and working closely with advisers on bespoke client solutions

Why Consider This Role?

• Salary up to £50,000

• Discretionary annual bonus

• Fully hybrid working with just 2-3 days per week in the London office

• Exposure to sophisticated UHNW client work

• Strong career progression opportunities

• Supportive and collaborative team culture

• Hands-on mentoring from experienced advisers and senior professionals

• A business that values development and will help spearhead your long-term career growth

Who We're Looking For

We're keen to speak with Paraplanners who have experience within a financial planning environment and enjoy the technical side of wealth management. You'll be someone who takes pride in producing quality work, has strong attention to detail, and is eager to continue developing your knowledge and expertise.

If you're looking for a role where you can broaden your skills, gain exposure to complex planning cases, and join a firm known for its outstanding reputation and culture, I'd love to hear from you.

Get in touch for a confidential conversation

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