Paraplanner – Wealth Management (London)

About the role

We are seeking a skilled Paraplanner to join our award‑winning Wealth Management team in London. Working alongside a Chartered Financial Planner, you will help deliver holistic financial plans for sophisticated private clients.

Key responsibilities

• Conduct detailed research and analysis of clients' current financial situations.
• Evaluate short, medium and long‑term financial options covering retirement, investment, tax and protection.
• Perform cash‑flow modelling and produce bespoke client reports.
• Maintain extensive client contact, attend meetings and liaise with introducers.
• Support the Chartered Financial Planner in managing a diverse client portfolio.

Required profile

• Diploma‑level Paraplanner progressing towards Chartered status.
• In‑depth knowledge of pensions, investments, protection and inheritance tax planning.
• Strong communication and presentation abilities.
• Proven ability to explain complex solutions clearly.
• Intelligent, articulate and motivated to advance a career in financial planning.

Required skills

• Pension planning
• Investment analysis
• Tax planning
• Protection planning
• Inheritance tax (IHT) planning
• Cash‑flow modelling
• IT proficiency for report creation

What we offer

• Competitive salary range £55,000‑£65,000 per year.
• Work in luxurious, centrally‑located London offices.
• Opportunity to develop towards Chartered Paraplanner status.