Paraplanner – London Hybrid & Flexible Working Available – Salary up to £45k + discretionary bonus

Boutique Wealth Management Practice

Are you an experienced Paraplanner ready to make a real impact? Join a modern and dynamic boutique wealth management firm dedicated to delivering innovative financial solutions to wealthy families and business owners. We pride ourselves on meaningful relationships, forward-thinking strategies, and a culture that supports your long-term success.

?? The Role

As part of a close-knit team of three, including an experienced Financial Planner, Relationship Manager, and Administrator, you’ll contribute to a client-focused environment with exposure to family law, estate planning, and trust corporation services.

?? Key Responsibilities

Update and maintain CRM client records.
Research and prepare materials for client meetings, financial plans, annual reviews, and correspondence.
Craft bespoke presentations for financial planning and wealth preservation.
Collaborate in drafting financial plans and tailored communications.

�? You’ll Bring

Essential

Level 4 Diploma in Financial Planning
Minimum 2 years of report writing experience
Intermediate to advanced proficiency in Excel
3+ years of experience in financial planning or wealth management

Desirable

Familiarity with Voyant and CURO software
Strong understanding of pensions and inheritance tax (IHT)

�? What We Offer

We believe your career should support your future—not just today, but every step ahead. Our benefits include (but are not limited to):

Flexible working arrangements
Exposure to high-value clients and holistic planning strategies
A supportive team culture that values knowledge-sharing and collaboration

?? Whether you’re looking to elevate your skills or find meaning in your next professional chapter, this is an opportunity worth exploring.

?? Apply today and build a future that matters.