Paraplanner - London Hybrid - Up to £50,000 + Discretionary Bonus

Financial DivisionsLondonreedpublished 09/18/2026

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Must-have:Hybrid

Are you an ambitious Paraplanner looking to join a highly respected Independent Financial Advice firm and work alongside a team that genuinely invests in your development?

We're partnering with a well-established, highly reputable wealth management business that is looking to add a talented Paraplanner to its growing team.

The Opportunity

You'll support two experienced Financial Advisers who work exclusively with Ultra High Net Worth (UHNW) clients, giving you exposure to complex and rewarding financial planning cases.

This is a varied role where you'll be heavily involved across the full advice process, including:

Writing high-quality suitability reports
Research and technical analysis
Pension planning
Investments
Protection planning
Inheritance Tax (IHT) and estate planning strategies
Cashflow modelling
Preparing client recommendations and supporting documentation
Attending client meetings and working closely with advisers on bespoke client solutions

Why Consider This Role?

Salary up to £50,000
Discretionary annual bonus
Fully hybrid working with just 2-3 days per week in the London office
Exposure to sophisticated UHNW client work
Strong career progression opportunities
Supportive and collaborative team culture
Hands-on mentoring from experienced advisers and senior professionals
A business that values development and will help spearhead your long-term career growth

Who We're Looking For

We're keen to speak with Paraplanners who have experience within a financial planning environment and enjoy the technical side of wealth management. You'll be someone who takes pride in producing quality work, has strong attention to detail, and is eager to continue developing your knowledge and expertise.

If you're looking for a role where you can broaden your skills, gain exposure to complex planning cases, and join a firm known for its outstanding reputation and culture, I'd love to hear from you.

Get in touch for a confidential conversation

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