Paraplanner - #2082586

Paraplanner (15-Month FTC – Maternity Cover)

Private Wealth Management | HNW & UHNW Clients | Hybrid (UK)

Salary: up to £60,000 + Excellent Benefits (Negotiable)

We are working with a leading UK private wealth management firm seeking an experienced Paraplanner to join their team on a 15-month fixed term contract to cover maternity leave. This is a rare opportunity to work closely alongside one of the firm’s top Financial Planners, supporting an established portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.

This role requires someone confident operating at the highest level of financial planning, with strong technical ability and experience supporting complex client needs.

You will play a key role within a high-performing advisory team, providing comprehensive paraplanning support including:

• Production of high-quality suitability reports and technical recommendations
• Cashflow modelling and detailed financial analysis for HNW/UHNW clients
• Research across a broad range of sophisticated planning solutions
• Liaising closely with Financial Planners, investment teams, and clients where required
• Ensuring all advice and documentation meets regulatory and compliance standards
• Supporting complex planning areas including tax, estate planning, pensions, and investment structuring

To be considered, you will need:

• Diploma in Regulated Financial Planning (minimum requirement)
• Ideally Chartered or working towards Chartered status
• Proven paraplanning experience within HNW/UHNW client environments
• Strong technical knowledge across financial planning strategies and products
• Excellent report writing and analytical skills
• Ability to work with autonomy in a fast-paced, high-calibre advisory setting
• Strong attention to detail and a client-focused mindset

• Salary up to circa £60,000 (depending on experience)
• Highly attractive benefits package
• 15-month fixed term contract (maternity cover)
• Hybrid working model – minimum 1 day in office, ideally up to 3 days
• Opportunity to work closely with a leading UK Financial Planner and complex client base

This is an excellent opportunity for an experienced Paraplanner looking to operate at the top end of the market within a prestigious private wealth environment on a fixed-term basis.

To apply or for a confidential discussion, please get in touch.