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Permanent

Paraplanner - London - £55,000 - £60,000 base + bonus + benefits

Financial Divisions
London
money-bag £55000 Annual
Posted: 01 July 2026 (Yesterday)
Closing date: 31 July 2026
Ref: 3130572499

A highly respected, prestigious wealth management firm is seeking an experienced Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression.If you''re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.The OpportunityAs a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You''ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios.This is not a pure back-office role, you''ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.The RoleSuitability report writing - clear, compliant, technically robustWealth planning research for UK and international clientsCompleting annual suitability review lettersEnsuring clients understand the key features of the advice providedProducing cashflow modelling and long-term planning analysisReviewing client risk-profiling reportsSupporting advisers with technical analysis and case guidanceAttending client meetings, taking notes, and following up on actionsWhat They''re Looking ForProven experience as a Paraplanner within ..... full job details .....

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