Step into a role that genuinely accelerates your career. We’re partnering with a highly respected, long-established Wealth & Investment Management firm in London — managing billions in assets and known for exceptional client service and internal progression.

You’ll work directly with a top-billing Director/Adviser, gaining exposure to sophisticated client work and high-value planning cases. This is a firm that grows organically, invests heavily in its people, and has a proven track record of developing Paraplanners into successful Advisers.

If you’re an accomplished Paraplanner with strong client-facing experience and the ambition to take your career to the next level, this is the opportunity you’ve been waiting for.

What you’ll be doing

• Partnering closely with a leading Director/Adviser on complex, high-value client cases
• Producing high-quality research, analysis and suitability reports
• Delivering cashflow modelling and supporting holistic wealth planning
• Playing an active role in client meetings and ongoing relationship management
• Ensuring seamless onboarding and confident, clear communication throughout
• Working with custodians and internal teams to manage smooth asset transfers
• Contributing to process improvements and wider business initiatives

What we’re looking for

• 3+ years’ experience as a Paraplanner in a client-facing capacity
• Strong technical knowledge and confidence handling complex planning scenarios
• Excellent communication skills with the ability to engage senior stakeholders
• High attention to detail, strong organisation and a proactive mindset
• Comfortable using Microsoft Office and modern collaboration tools
• Ambition to progress — with a clear path available toward an Adviser role

Why this role stands out

• Work directly with a top-performing Director/Adviser
• Join a prestigious, well-established firm with billions under management
• Genuine career progression — including Adviser pathways
• Support for exams, training and professional development
• Hybrid working, excellent benefits and a collaborative, high-performing culture