Senior Paraplanner

Senior Paraplanner - High-Net-Worth Clients - Westminster, Central London £50,000 - £65,000 depending on experience Are you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? We’re working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its close-knit and high-calibre team. The Firm * A small, high-performing team, working with 2 Chartered Advisers and an experienced Investment Management team * They work with high net-worth clientele and family clients * Well-established and now reaching capacity - they feel it's a good time to bring in extra support for the Advisers * This is an office based position, based from their beautiful Central London site. Some flexibility to work from home ad hoc. The Role * Work closely with the Advisers to support them in managing and servicing a sophisticated client base. * Sit in client meetings from the outset, being very much involved in the process. * High-level technical paraplanning with exposure to both wealth and investments. * Structured career progression: stay in pure Paraplanning or take the route to Adviser in the future. Who They're Looking For * Diploma qualified and near to Chartered (or strong experience and working towards it). * Experience working in a Paraplanner role, and technically excellent with deep knowledge of wealth and investment planning. * Professional and quality client relationship skills - able to engage with high-net-worth clients from day one. What’s On Offer? * Competitive salary in line with experience and expertise. * A supportive, team-oriented environment with room to grow professionally. This is a fantastic opportunity for a Senior Paraplanner who values quality, professional development, and a great working culture. If you fit the bill and want to learn more, apply now

Location: Westminster, GB

Posted Date: 5/12/2025