Paraplanner

Paraplanner - Maidenhead, South East England

Ref: 1730Monday 28 July 2025

£40,000 - £50,000

Where Expertise Meets Purpose – Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client

Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.


Responsibilities

In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:

  • Crafting bespoke financial planning reports and suitability letters

  • Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection

  • Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)

  • Attending client meetings alongside a Chartered Adviser to offer real-time support

  • Ensuring regulatory compliance and excellence in documentation (FCA standards)

  • Playing an integral role in complex strategy formulation for HNW clients


Requirements

We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.

Essential:

  • Level 4 Diploma in Regulated Financial Planning (CII or equivalent)

  • Proven experience in a Paraplanner role supporting Financial Advisers

  • Exposure to high-net-worth or complex financial planning environments

  • Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing

  • Advanced report writing and analytical skills

  • Comfortable working in a hybrid environment (3 days in-office, 2 from home)

Desirable:

  • Working towards Chartered Financial Planner status

  • Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)


Benefits

Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:

  • Competitive base salary: up to £50,000 (DOE)

  • 25 days annual leave plus bank holidays

  • Company pension with National Insurance advantage (4%)

  • Death in service cover (up to £200,000)

  • Private medical cover (CashPlan scheme)

  • Full study support toward Chartered or further professional qualifications

  • Hybrid working model to support your work-life balance


Location & Work Type

  • Hybrid: 3 days in our Marlow office, 2 days remote working

  • Client base: London-based professionals and executives

  • Full-time | Permanent


How to Apply

If you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.

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