Paraplanner (HNW / UHNW Support)

Role Overview

As a Paraplanner, you will provide high-level technical and analytical support to Financial Advisers serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Your role is pivotal in delivering well-researched financial strategies, analysing portfolios, investments, and client needs, producing suitability documents, supporting meeting preparations, and managing ongoing plan maintenance.

You will also act as a trusted technical resource for advisers, ensuring compliance, precision, and tailored, holistic advice.

Key Responsibilities

• Report Preparation & Financial Modelling: Research investment options, pensions, tax, and estate strategies; build cash-flow models, projections, and detailed suitability reports for HNW/UHNW clients.
• Client File Management & Compliance: Maintain meticulous client documentation, ensure file compliance, track asset transfers, and tax reporting for high-value relationships.
• Meeting Support: Support meeting preparation, manage client files, and assist client adviser sessions by providing notes and follow-up action items.
• Plan Updates & Reviews: Update existing plans annually or with life changes, recalibrate strategy, and generate ongoing review materials.
• Technical Research & Advice: Provide in-depth research on complex financial planning questions and legislative developments; serve as a technical sounding board for advisers.
• Implementation Support: Oversee application processing for funds, pensions, taxation structures, and other product placements.
• Risk & Opportunity Identification: Proactively highlight planning gaps and recommend strategic enhancements aligned with clients’ objectives.
• Client Liaison: Occasionally serve as the first technical point of contact, handling straightforward queries to free advisers for client acquisition.

Essential Qualifications & Experience

• Diploma level 4 (CII) or working toward Chartered Financial Planner (CFP) status.
• Proven paraplanning experience in a financial planning role, ideally with HNW/UHNW exposure.
• Strong technical knowledge in pensions, investments, tax, estate/inheritance planning, and cash-flow forecasting.
• Proficiency in financial planning software and Microsoft Office (Excel essential).

Required Skills & Competencies

• Excellent analytical ability and attention to detail.
• Exceptional written and verbal communication skills, with the ability to translate technical analysis into clear, client-ready documents.
• Strong organisational skills; capable of managing multiple plans, workflows, and deadlines.
• High ethical standards, confidentiality, and professionalism.
• Initiative-driven, with the ability to work autonomously and within adviser teams.
• Collaborative mindset to support advisers and broader administrative teams.

Desirable Attributes

• Career ambition to progress toward Chartered status.
• Familiarity with advanced HNW/UHNW products: Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), trusts, and international investments.

Why Join Our Client

• Opportunity to work with UHNW individuals and families on complex, bespoke financial challenges.
• Be part of an ambitious, growth-focused advisory team with strong in-house support and professional development.
• Clear progression path toward senior paraplanner or adviser roles, with chartered qualification funding and mentorship.

Please apply as soon as possible to learn more about this opportunity.