Paraplanner Hybrid - Discretionary
Job in
London, Greater London, W1B, England, UK
Listed on 2026-09-24
Listing for:
Financial Divisions
Full Time, Part Time
position Listed on 2026-09-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Are you an ambitious Paraplanner looking to join a highly respected Independent Financial Advice firm and work alongside a team that genuinely invests in your development? We're partnering with a well-established, highly reputable wealth management business that is looking to add a talented Paraplanner to its growing team. The Opportunity You'll support two experienced Financial Advisers who work exclusively with Ultra High Net Worth (UHNW) clients, giving you exposure to complex and rewarding financial planning cases.
This is a varied role where you'll be heavily involved across the full advice process, including:
Writing high-quality suitability reports Research and technical analysis Pension planning Investments Protection planning Inheritance Tax (IHT) and estate planning strategies Cashflow modelling Preparing client recommendations and supporting documentation Attending client meetings and working closely with advisers on bespoke client solutions Why Consider This Role?
• Salary up to £50,000
• Discretionary annual bonus
• Fully hybrid working with just 2-3 days per week in the London office
• Exposure to sophisticated UHNW client work
• Strong career progression opportunities
• Supportive and collaborative team culture
• Hands-on mentoring from experienced advisers and senior professionals
• A business that values development and will help spearhead your long-term career growth Who We're Looking For We're keen to speak with Paraplanners who have experience within a financial planning environment and enjoy the technical side of wealth management. You'll be someone who takes pride in producing quality work, has strong attention to detail, and is eager to continue developing your knowledge and expertise.
If you're looking for a role where you can broaden your skills, gain exposure to complex planning cases, and join a firm known for its outstanding reputation and culture, I'd love to hear from you. Get in touch for a confidential conversation Paraplanner Financial Planning Wealth Management IFA Financial Services London Jobs Hybrid Working Paraplanning Career Progression UHNW Investments Pensions Estate Planning Hiring Financial Adviser Support
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