Client-Facing Paraplanner - London - Hybrid Working -Up to £60,000+Generous Bonus+Excellent Benefits - #2181259

Are you an experienced Paraplanner who enjoys more than just report writing?

We're partnering with an award-winning wealth management firm experiencing continued growth and looking to appoint a highly technical, client-facing Paraplanner to work alongside two of their top-performing Financial Advisers.

This is a rare opportunity to become a trusted part of the advice process, supporting a high-net-worth client base with average investable assets exceeding £1m. You'll attend client meetings, help shape financial planning strategies, and play a key role in delivering exceptional client outcomes.

What you'll be doing:

Working closely with Financial Advisers throughout the client journey

Attending client meetings and building strong relationships

Producing bespoke suitability reports and recommendations

Conducting technical research across pensions, investments and protection

Creating detailed cashflow models and lifetime financial plans

Supporting complex planning cases for high and ultra-high-net-worth clients

What we're looking for:

Minimum 3 years' experience in a technical paraplanning role

Strong technical knowledge across pensions, investments and protection

Experience supporting complex HNW/UHNW client cases

Level 4 Diploma qualified as a minimum

Working towards Chartered status (or motivated to do so)

Excellent communication skills and confidence engaging with clients and advisers

Why join?

Clear pathway towards becoming a Financial Adviser

Full support with Chartered qualifications

Hybrid working model

Award-winning, growth-focused wealth management firm

Exposure to sophisticated planning strategies and high-value clients

Competitive salary, generous bonus, and comprehensive benefits package

If you're looking for a role where you can combine deep technical expertise with meaningful client interaction and genuine career progression, I'd love to hear from you.

Contact me confidentially for further details.