Client Facing Paraplanner - Central London - Salary up to £50k bonus

Join a High-Performing Financial Planning Team

Are you a detail-driven financial professional ready to elevate your career in a collaborative, client-focused environment? A prestigious London-based wealth management firm is seeking a motivated Paraplanner to join their dynamic team on a permanent, full-time basis.

What You’ll Be Doing

• Own the end-to-end paraplanning process for a select group of high-net-worth clients
• Prepare compliant advice reports, letters, and tailored recommendations
• Conduct complex financial calculations (IHT, CGT, carry forward, etc.)
• Build and present cash flow models using Voyant
• Attend client meetings alongside advisers and produce detailed meeting notes
• Collaborate with administrators to ensure seamless client service
• Support compliance documentation and maintain high regulatory standards
• Mentor junior team members and contribute to peer reviews
• Stay sharp through CPD and professional development

What We’re Looking For

• Minimum Level 4 qualified with at least 3 years in financial services, including 2 years in paraplanning
• Proven experience supporting HNW private clients
• Strong working knowledge of Voyant, Xplan, and Microsoft Office suite
• Exceptional time management and a proactive “can-do” attitude
• Discretion and professionalism, especially when working with vulnerable clients

Why This Role?

This is more than just a paraplanning position-it’s a chance to be part of a team that values precision, collaboration, and continuous growth. You’ll work closely with top-tier advisers, contribute to meaningful client outcomes, and be supported in your journey toward further qualifications (Chartered) and career advancement. E.g.Route to Adviser in 2-3 years.

Ready to bring your expertise to a team that truly values it? Apply now and take the next step in your financial planning career.

Please send your CV to Ursula at Financial Divisions