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This job expired on 04/10/2026. It no longer accepts applications.
Paraplanner – £42k-£47k + Bonus, London
Financial Divisions · London
Job description
About the role
We are seeking a Paraplanner to join an award‑winning independent wealth‑planning firm in the City of London. The role supports senior advisers handling high‑net‑worth client portfolios and offers a clear pathway to advisory responsibilities.
Key responsibilities
- Support a team of senior advisers managing high‑net‑worth client portfolios.
- Prepare cash‑flow models, pension and investment reports, and assist with tax, estate and retirement planning.
- Collaborate with the mortgage department and the pooled administration team to ensure seamless client service.
Required profile
- Minimum three years of paraplanning experience in a wealth‑management environment.
- Ability to work on‑site two days a week after an initial three‑week onboarding period.
- Commitment to professional development and pursuit of Chartered Financial Planner status.
What we offer
- Competitive salary of £42,000‑£47,000 per year plus bonus.
- Full study support towards achieving Chartered status.
- Comprehensive training and development programme.
- Opportunity to progress to an advisory role after four years.
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Financial Divisions
London
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