Senior Paraplanner - HNW Wealth Management

London | Hybrid Working

An excellent opportunity has arisen for an experienced Paraplanner to join a highly regarded wealth and investment management firm in London.

Our client specialises in providing sophisticated wealth planning and investment solutions to high-net-worth individuals and families, with a minimum client investment level of £1 million.

Working alongside experienced Wealth Managers and Private Client professionals, you will play a key role in delivering tailored, technically robust financial planning solutions to a discerning client base.

This is an opportunity to join a business where technical expertise, attention to detail and exceptional client service are genuinely valued.

The Role

As a Paraplanner, you will take responsibility for supporting a dedicated portfolio of private clients, working closely with Wealth Managers to ensure the delivery of comprehensive, compliant and highly personalised financial advice.

Your responsibilities will include:

Wealth Planning & Technical Support

• Preparing detailed suitability reports, annual review documentation and financial planning recommendations.
• Providing technical support across a broad range of wealth planning products, tax wrappers and investment solutions.
• Undertaking technical research and analysis to support complex UK and international client requirements.
• Producing cash flow forecasts and financial planning illustrations.
• Reviewing client risk profiles and ensuring recommendations are appropriate and fully documented.
• Working closely with Wealth Managers to develop tailored solutions that deliver positive client outcomes.
• Attending client meetings where required, providing technical input and coordinating follow-up actions.

Private Client Management

• Building and maintaining professional relationships with high-net-worth clients.
• Supporting clients throughout the onboarding process, ensuring a seamless and professional experience.
• Liaising with internal teams, custodians and external providers to facilitate asset transfers and account arrangements.
• Providing timely updates to clients and Wealth Managers, ensuring consistently high standards of service.
• Supporting the management of complex client accounts and ongoing wealth planning requirements.

Business Support & Development

• Maintaining accurate client records and ensuring all advice meets regulatory and internal compliance standards.
• Supporting improvements to internal processes and paraplanning procedures.
• Contributing to wider business initiatives and projects.
• Keeping up to date with regulatory developments, financial planning legislation and industry best practice.
• Continuing professional development through qualifications, training and industry events.

About You

We are looking for an experienced, technically capable Paraplanner who enjoys working in a high-quality, client-focused wealth management environment.

The successful candidate will demonstrate:

• Proven paraplanning experience within wealth management, financial planning or private banking.
• Strong technical knowledge of financial planning products, investment structures and relevant UK legislation.
• Experience producing high-quality suitability reports and supporting complex financial planning recommendations.
• Excellent analytical, research and problem-solving skills.
• Exceptional attention to detail and the ability to manage competing priorities.
• Strong communication skills and the confidence to engage with Wealth Managers, senior stakeholders and high-net-worth clients.
• A proactive, collaborative approach and a commitment to delivering outstanding client outcomes.
• A high degree of professionalism, discretion and integrity.

Experience supporting high-net-worth or international clients would be particularly advantageous.

The Opportunity

This position offers the opportunity to work within a sophisticated wealth management environment, supporting an established and affluent client base.

You will benefit from exposure to complex financial planning cases, close collaboration with experienced industry professionals and the opportunity to continue developing your technical expertise.

Location: London

Working arrangement: Hybrid

For further information or a confidential discussion, please get in touch with Clare Roberts at IDEX Consulting.

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