Client facing Paraplanner - London - Hybrid - Salary up to £70k

Transform Lives Through Financial Planning

Are you a detail-driven expert with a passion for impactful financial planning? We're seeking a Technical Analyst/Client facing Paraplanner who thrives in complexity and loves creating clear, confident solutions for high-net-worth clients.

?? What You’ll Do:

• Produce tailored financial plans that guide clients through every stage of life
• Lead technical strategy and provide expert support across pensions, tax, protection, and alternative investments
• Build strong relationships with professional partners and deliver a seamless client experience
• Stay ahead of market trends and regulatory changes to deliver innovative advice
• Collaborate with senior stakeholders to uphold excellence across service, compliance, and client outcomes

? You’ll Need:

• Deep knowledge of complex financial products including EIS, SEIS, VCT, BPR, FX, and private equity
• Experience working with UHNW clients and bespoke financial solutions
• Outstanding communication skills and a sharp analytical mind
• Mastery of Voyant
• Professional, proactive mindset with high emotional intelligence

?? This is more than a job—it’s a mission to help people live happier, freer lives through powerful financial planning.

Please send your CV to Ursula at Financial Divisions