_{05th February, 2026}

Our client is a national Private Wealth organisation with a global present who provides top-tier tailored financial solutions to their HNW and Ultra HNW clients. This is a rare opportunity to work closely with some of the best Private Wealth Advisers in the industry. 

Duties and Responsibilities:

• Support a team of Senior Private Advisers with developing strategies for their HNW and Ultra HNW clients 
• Conduct detailed financial modeling and analysis to support financial planners.
• Prepare Statements of Advice (SOAs) and other financial planning documents in compliance with regulations.
• Perform in-depth research on investment products and financial strategies.
• Working closely with the advisers in developing complex strategies for new and existing clients
• Provide ongoing technical support to financial planners and support team
• Assisting the advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with policy

Skills & Experience: 

• Minimum of 3 years' experience as a Paraplanner writing complex advice
• Proficiency in financial planning software (e.g., Xplan)
• Strong analytical and problem-solving skills.
• Attention to detail 

If this sounds like you, please apply via the link below for a confidential chat!

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