Shape the Future of UHNW Client Advice

Are you a Chartered Paraplanner ready to take your role beyond the norm? Join a multi-award-winning Independent Financial Adviser (IFA) firm based in London that is redefining client excellence across the Ultra High Net Worth (UHNW) landscape.

This is not your average paraplanning role. This is strategic influence. As part of a dynamic and forward-thinking team, you’ll work directly with Directors and Chartered Financial Planners to spearhead client journeys, craft bespoke suitability reports for complex cases, and deliver powerful cashflow modelling. You’ll help shape strategy, drive performance, and refine processes that elevate client outcomes.

If you thrive on autonomy, precision, and collaboration—and you’ve already achieved Chartered status—this could be your next move. You’ll be part of a firm known for its impact and reputation, with a strong industry footprint and a commitment to innovation.

?? What You’ll Do:

• Lead client strategy meetings with senior advisors
• Deliver tailored suitability reports for intricate UHNW cases
• Execute and refine comprehensive cashflow models
• Innovate performance and operational processes
• Collaborate with decision-makers to drive meaningful change

?? About You:

• Chartered Paraplanner with senior-level experience
• Passionate about client success and strategic delivery
• Skilled communicator with a sharp analytical mindset
• Ready to be more than just a paraplanner

If you’re looking to push boundaries and are results orientation, please contact Ursula at Financial Divisions to arrange a confidential discussion.