About this role
Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client average
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.