Paraplanner – High Net Worth Clients

A Role for Someone Who Cares About Doing Things Properly

This is an opportunity to join a boutique wealth management firm that works exclusively with High Net Worth individuals earning in excess of £500,000 per year. The firm advises entrepreneurs, business owners and senior professionals whose financial lives are complex — and deeply personal.

Salary up to £65,000 & Hybrid working flexibility with 3 days in the office and 2 from home.

The culture is thoughtful, collaborative and quietly ambitious. There is no volume-driven mentality. Instead, the focus is on delivering considered, technically excellent advice and building long-term relationships built on trust.

The successful Paraplanner will be someone who values depth over speed, precision over process for its own sake, and meaningful client outcomes over box-ticking.

The Environment

The team is small enough for every individual to have a visible impact, yet established enough to offer stability and long-term opportunity.

• Exposure to complex, intellectually stimulating cases
• A supportive approach to professional development
• Clear progression for those who wish to deepen their technical expertise
• A culture that values discretion, professionalism and mutual respect

The Role

• The Paraplanner will take genuine ownership of cases from inception through to conclusion. This includes:
• Working alongside advisers from the initial fact-find stage
• Researching and designing sophisticated planning strategies
• Producing detailed, technically robust suitability reports
• Building and maintaining complex cashflow models
• Liaising directly with clients and their professional advisers
• Supporting implementation and ongoing review work

The client's work regularly includes:

• Business exit planning
• Advanced pension and allowance planning
• Tax-efficient investment structuring
• Trust and estate planning strategies
• Intergenerational wealth considerations
• The Paraplanner will be trusted as a key technical partner within the advice process.

The firm is seeking someone who:

• Holds the Diploma in Financial Planning (Chartered or working towards would be welcomed)
• Has experience supporting High Net Worth or complex client cases
• Is technically confident, particularly around tax, invesments and pensions