Are you a client-facing Paraplanner frustrated with the lack of clear progression in your current role, or the fact you’re not being given real exposure to clients despite having the experience and capability to do so?

This is an incredibly rare opportunity with a boutique St James’s Place Wealth Management firm based in the City, offering a clear long-term succession pathway, equity in the business, and the opportunity to step into an advisory role and ultimately take ownership of an established client base and run the business over time.

This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth.

You will work directly alongside the Managing Director, supporting on all aspects of client work while being fully embedded in client relationships from day one — not sat behind the scenes.

Over the next 5 years, the intention is for the MD to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time.

The Role

• Work directly with the MD on client relationships and ongoing planning
• Attend client meetings and act as a key point of contact
• Prepare meeting packs and support cashflow modelling (Voyant)
• Build relationships with HNW/UHNW clients and their families
• Develop relationships with the next generation of clients
• Gradually take ownership of long-standing client relationships

About You

• 3–5+ years’ experience in a client-facing Paraplanner role
• Level 4 Diploma in Regulated Financial Planning
• Ideally already client-facing or regularly exposed to clients
• Confident working with HNW/UHNW clients
• Strong interpersonal skills with the ability to build trusted long-term relationships
• Polished, professional, and commercially aware
• Keen to progress into a more senior, client-facing position over time

What’s On Offer

• £65,000 – £70,000 base salary + bonus
• Equity in the business
• Equity increases over time as responsibility grows
• Genuine succession pathway into ownership of a client book and the business
• Full client exposure from day, with full support from the MD

This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships, trusted with real responsibility, and developed into a future owner of the business.

If you’re looking for a clear route into seniority, client ownership, and eventually taking over a high-quality client base, this is one of the most compelling opportunities in the market.

If this opportunity is of interest, please send your CV to Laura at Financial Divisions