Paraplanner – Private Wealth Team

About the role

We are seeking an experienced Paraplanner to join our specialist Private Wealth team, supporting high‑net‑worth and ultra‑high‑net‑worth clients. This role sits within a sophisticated wealth management environment, offering holistic financial planning alongside discretionary investment management.

Key responsibilities

• Produce detailed suitability reports, annual review documentation and technical research.
• Create cash‑flow models and support long‑term financial planning strategies.
• Work closely with Wealth Advisers on complex client cases and attend client meetings.
• Act as a technical point of contact for clients, providers and professional connections.
• Liaise with in‑house Investment Managers to deliver integrated wealth management solutions.
• Ensure all advice is technically accurate, compliant and clearly documented.

Required profile

• Experienced Paraplanner with a strong technical background.
• Enjoys direct interaction with both clients and advisers.
• Possesses a Diploma in Financial Planning (Level 4) or higher.
• Aims to progress towards Chartered status.

Required skills

What we offer

• Opportunity to work with clients holding assets from £5 million to over £50 million.
• Exposure to sophisticated wealth planning strategies and investment management.
• Competitive salary range of £50,000‑£60,000 per year.