A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level.
My client — a prestigious, wealth management firm in London — is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You’ll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers.
If you’re looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it.
Why this role stands out
The role
You’ll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include:
Wealth Planning
What we’re looking for
Please send your CV to Ursula Sloan at Financial Divisions
Paraplanner – UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus • London, South East England, UK
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