Senior Paraplanner & Client Manager

About the role

We are seeking an accomplished Senior Paraplanner with strong client‑management experience to join a leading wealth‑management firm in London. You will work closely with financial advisors to support high‑net‑worth clients, delivering detailed analysis, suitability reports and bespoke advice across a full range of wealth‑management products.

Key responsibilities

• Conduct in‑depth financial analysis and research for complex client cases.
• Prepare suitability reports and present findings with advisors.
• Manage a portfolio of high‑net‑worth clients, handling queries and providing tailored guidance.
• Specialise in pensions (including transfers and divorce cases), investments, protection, tax and estate planning.
• Ensure all work meets the highest standards of accuracy, compliance and professional service.

Required profile

• Chartered status or equivalent professional qualification.
• Proven experience in paraplanning and client relationship management.
• Excellent written and verbal communication skills.
• Ability to manage a diverse workload and meet tight deadlines.

Required skills

• Pensions planning
• Investment analysis
• Tax planning
• Estate planning
• Financial analysis and reporting

What we offer

• Competitive salary of £65,000‑£75,000 per year.
• Professional development and support to achieve further chartered status.
• Collaborative, award‑winning firm culture.
• Opportunity to work with sophisticated, high‑net‑worth clients.