We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years paraplanning experience (essential) Experience working with HNW clients (desirable) Level 4 Qualified (essential) The Package Starting salary: up to c£75,000 + 10% bonus Hybrid / flexible working (3 days in the office) Generous Pension Scheme 25 days holiday (rising) + option to buy Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events Season ticket loan Dental
Jun 30, 2026
Full time
We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years paraplanning experience (essential) Experience working with HNW clients (desirable) Level 4 Qualified (essential) The Package Starting salary: up to c£75,000 + 10% bonus Hybrid / flexible working (3 days in the office) Generous Pension Scheme 25 days holiday (rising) + option to buy Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events Season ticket loan Dental
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Sep 26, 2025
Full time
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
