Paraplanner – UHNW Clients – London – Hybrid – Up to £60k + Bonus

About the role

This is a client‑facing paraplanning position supporting ultra‑high‑net‑worth (UHNW) families across the UK and internationally. You will work on complex, multi‑jurisdictional planning cases and act as a technical partner to senior advisers.

Key responsibilities

• Produce suitability reports, annual review letters and detailed cash‑flow models for a dedicated book of private clients.
• Research and advise on wrappers, investment products and sophisticated planning strategies.
• Review risk profiles, ensure compliance and translate technical advice into clear client communication.
• Support advisers with complex case analysis, technical queries and attend client meetings to capture action items.
• Contribute to the evolution of paraplanning practice within the firm.

Required profile

• Level 4 Diploma in Financial Planning (ideally progressing towards Chartered status).
• 3–4+ years of paraplanning experience, preferably with UHNW or private client work.
• Strong technical knowledge of wealth planning and excellent written communication.
• Proactive, organised and comfortable interacting with senior stakeholders and UHNW individuals.

Required skills

• Cashflow modelling
• Financial planning tools

What we offer

• Hybrid working model (3 days in central London office).
• Clear progression pathway to Adviser level with support for Chartered qualification.
• Attractive bonus structure and comprehensive benefits package.