Technical Paraplanner – STEP Qualified

Central London | Hybrid Working

Salary: up to £65,000 + excellent benefits + long-term progression

A highly respected, award-winning Chartered Financial Planning firm based in Central London is experiencing exceptional organic growth, having more than doubled revenue in the past year. As a result, they are expanding their technical team and are now seeking a STEP-qualified Technical Paraplanner to join their close-knit, highly professional environment.

This firm operates exclusively in the HNW and UHNW space, specialising in wills, trusts and estate planning, and is recognised as a market leader in intergenerational wealth transfer. Clients typically hold £1m+ investable assets with estates ranging well into seven figures.

The Role

This is a senior, technically focused paraplanning position, working at the heart of the business alongside experienced Financial Advisers and external professional connections.

Key responsibilities include:

• Drafting wills and trust documentation from scratch (circa 3–4 per week)
• Interpreting and interrogating complex trust clauses and legal structures
• Acting as a technical point of reference for advisers and clients
• Liaising with solicitors and other professional bodies
• Attending client meetings (in person and via Zoom) to explain documentation and answer technical queries
• Supporting a small group of advisers within a collaborative, quality-driven environment

About You

• STEP qualified (essential)
• Strong, hands-on experience in wills, trusts and estate planning
• Background in paraplanning or a legal/paralegal environment with deep technical exposure
• Exceptionally articulate with excellent written skills
• Meticulous attention to detail and confidence handling complex legal documents
• Professional, empathetic and comfortable working directly with HNW clients

(Level 4 Diploma is beneficial but not essential.)

Why Apply?

• Work closely with a highly technical, respected Managing Director who is passionate about mentoring and development
• Clear long-term career progression within a growing, stable business
• Hybrid working (initially 4 days office, moving to 3)
• 25 days holiday + birthday off + Christmas closure
• Generous pension (5% employer contribution)
• Study support and ongoing professional development

This is a career role, not a job — ideal for someone who wants depth, responsibility and long-term progression within a specialist estate-planning-led firm.