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We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK’s leading wealth managers, managing £15 billion in client funds.
Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant.
The ideal candidate will:
- Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status.
- Have a minimum of 3-4 years’ experience in a similar role.
- Demonstrate a strong understanding of the financial planning process and associated compliance requirements.
- Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time.
- Possess experience in report writing and be technically proficient across all areas of financial planning.
- Be skilled in using financial planning tools, financial modeling, and back-office software.
- Thrive in a team environment and be confident in interacting with clients and providers.
- Act as a main point of contact, effectively handling technical queries from clients and other stakeholders through excellent communication skills.
Role Highlights:This position is within the International team, which now manages $1 billion in client funds. The team works with clients who typically have a minimum of £3 million in investable assets, with cases often involving international elements. The firm has the necessary authorizations to provide advice across Europe, Asia, and the US, offering clients a one-stop shop for managing their funds globally.This role offers the chance to work on complex, high-level cases and build expertise in this specialist area. There’s also a strong emphasis on client interaction, which sets it apart from many paraplanning roles. One current Paraplanner shared that they’ve experienced a significant step-up in the level of responsibility and client engagement compared to previous roles.Package:The base salary is in the region of £50,000 - £55,000, with discretionary bonuses. The benefits package is comprehensive and includes excellent longer career development opportunities. Hybrid working is 3 days in the office and 2 from home.
This is a great fit for someone who is hardworking, ambitious, and confident in developing relationships with high-net-worth clients. The firm rarely sees turnover, highlighting its strong culture and supportive environment for those looking to advance their careers in wealth planning.
