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 £60,000 & 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