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Permanent

Paraplanner - UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus

Financial Divisions
London
money-bag £55000 Annual
Posted: 16 May 2026 (1 week ago)
Closing date: 15 June 2026
Ref: 3109831815

A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level.My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You''ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.If you''re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.Why this role stands outWork directly with UHNW clients and their families across the UK and internationallyComplex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modellingClient-facing from day one, attending meetings and acting as a trusted technical expertClear progression pathway to Adviser, with full support toward Chartered statusHybrid working in central London, typically 3 days in the officeAttractive bonus structure and benefits packageJoin a firm where paraplanners are respected, empowered, and central to client outcomesThe roleYou''ll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include:Wealth Planning Producing suitability reports and annual ..... full job details .....

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