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.