Technical Paraplanner – Client‑Facing Role with Adviser, City of London

About the role

We are seeking a Technical Paraplanner to join a fast‑growing financial planning firm in the City of London. Working within a collaborative pod, you will support senior advisers and interact directly with high‑net‑worth clients, while following a clear pathway toward becoming a Financial Adviser.

Key responsibilities

• Prepare and present cash‑flow modelling directly to clients.
• Provide technical paraplanning support across pensions, investments, tax and retirement planning.
• Draft suitability reports and financial planning recommendations.
• Attend client meetings alongside advisers and contribute to discussions.
• Conduct detailed product and fund research to underpin recommendations.
• Liaise with providers and internal teams to ensure smooth case progression.
• Assist with ongoing client servicing, annual reviews and high‑quality outcome delivery for HNW and UHNW clients.

Required profile

• Level 4 Diploma in Regulated Financial Planning (essential).
• Minimum three years of paraplanning experience.
• Ambition to progress to a Financial Adviser role within approximately three years.

Required skills

• Cashflow modelling.

What we offer

• Basic salary £50,000–£60,000 plus bonus and benefits.
• Hybrid working model (3 days office, 2 days home).
• Pod structure with clear career progression.
• Exposure to high‑net‑worth and ultra‑high‑net‑worth client portfolios.