Paraplanner- Route to Adviser - London - £55,000 – £60,000 base + bonus + benefits

Are you looking for an opportunity to work with a growing Firm, that offers not only a beautiful offices to work in but some of the most prestigious clients in the UK. They are highly respected wealth management firm and seeking an experienced Technical Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long-term progression. If you’re detail-driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity. The Opportunity As a Paraplanner, you will play a central role in delivering high-quality, compliant, and well-documented wealth planning advice. You’ll work closely with advisers, act as a technical subject-matter expert, and support clients across a wide range of planning scenarios. This is not a pure back-office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships. The Role • Suitability report writing - clear, compliant, technically robust • Wealth planning research for UK & international clients • Completing annual suitability review letters • Ensuring clients understand the key features of the advice provided • Producing cashflow modelling and long-term planning analysis • Reviewing client risk-profiling reports • Supporting advisers with technical analysis and case guidance • Attending client meetings, taking notes, and following up on actions What They’re Looking For • Proven experience as a Paraplanner within wealth management • Level 4 Diploma (essential) with desire to achieve Chartered or Certified status • Ideally 3–4 years’ experience in a similar role • Strong organisational and time-management skills • Excellent written and verbal communication • High level of discretion and professionalism • Proficiency in Microsoft Office and collaboration tools • Ability to work independently and collaboratively • Strong interpersonal skills and a proactive, solution-oriented approach • Comfortable interacting with senior stakeholders and external visitors Skills & Experience • Strong understanding of the financial planning process and compliance • Ability to work under pressure and deliver accurate work first time • Experience of report writing and technical analysis • Proficient with financial planning tools and modelling software • Confident acting as a technical point of contact for clients and providers If you are looking for something extraordinary, then this is it! Pls get in touch today for a confidential conversation.