Job Description
Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client
Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.
Responsibilities
In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:
* Crafting bespoke financial planning reports and suitability letters
* Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection
* Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)
* Attending client meetings alongside a Chartered Adviser to offer real-time support
* Ensuring regulatory compliance and excellence in documentation (FCA standards)
* Playing an integral role in complex strategy formulation for HNW clients
Requirements
We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.
Essential:
* Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
* Proven experience in a Paraplanner role supporting Financial Advisers
* Exposure to high-net-worth or complex financial planning environments
* Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing
* Advanced report writing and analytical skills
* Comfortable working in a hybrid environment (3 days in-office, 2 from home)
Desirable:
* Working towards Chartered Financial Planner status
* Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)
Benefits
Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:
* Competitive base salary: up to £60,000 (DOE)
* 25 days annual leave plus bank holidays
* Company pension with National Insurance advantage (4%)
* Death in service cover (up to £200,000)
* Private medical cover (CashPlan scheme)
* Full study support toward Chartered or further professional qualifications
* Hybrid working model to support your work-life balance
Location & Work Type
* Hybrid: 3 days in our Marlow office, 2 days remote working
* Client base: London-based professionals and executives
* Full-time | Permanent
How to Apply
If you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.