Paraplanner (London Office) – Job Description: 

Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual who is passionate about client service and working with clients in their best interests. 

Opportunity 

We have an exciting opportunity within our paraplanning team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and can help you achieve a meaningful career through training and exam support. 

About the Role 

You will be providing support to our financial advisers in delivering high-quality financial planning solutions to our clients. You will have the opportunity to work collaboratively to provide unique solutions on a variety of complex cases and impact our clients’ lives positively.  

Key Responsibilities: 

• Attend client meetings with the adviser.  
• Conduct comprehensive research and analysis to meet client objectives.  
• Prepare Suitability Reports and Letters.  
• Develop and maintain internal relationships to support business flow and targets.  
• Present technical data to clients alongside the adviser.  
• Perform complex cashflow modelling for multi-jurisdictional planning.  
• Write fully compliant, tailored client suitability reports and financial plans within deadlines.  
• Prepare for annual review meetings and write review summary letters.  
• Maintain accurate, up-to-date client records and digital files.  
• Stay informed on FCA, SEC, and regulatory updates.  
• Maintain strong relationships within and across teams.  
• Act as a contact point between clients, advisors, and the support team.  
• Handle client queries effectively.  
• Assist other planner team members when needed.  
• Proactively develop product and industry knowledge.  
• Ensure all reports meet or exceed expected standards.  
• Follow process-driven workflows.  

This list is not exclusive and there may be additional duties to perform.   

  Essential 

• Minimum 2 years’ experience in a paraplanning / technical role 
• Level 4 diploma or close to it  
• Understand the regulatory framework, ethics and principles of the advice process 
• Comfortable undertaking research and analysis 
• Commitment to further personal development through training and professional exams 
• Outstanding written and oral communication with an excellent telephone manner 
• Ability to work on multiple tasks simultaneously and efficiently 
• Ability to interact with wealthy individuals in a confident, professional manner 
• Ability to work closely with third parties and commercial partners to achieve required client outcomes 
• Comfortable working in a team 
• Time management and prioritisation skills 
• Excellent IT skills 
• Attention to detail 
• ‘Can-do’ attitude 
• Unrestricted rights to work in the UK 

Desirable 

A degree, or degree-level qualification, would be preferred but is not necessary 

Experience in cash flow modelling would be preferred but is not necessary 

Broader experience in a financial planning business  i.e.  client services/investment management/trading 

Additional Information 

Our role requires easy access to the office because of the training, responsibilities and colleague liaison.  

We offer excellent opportunities for career development in a supportive and friendly work environment. 

About Us 

Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. 

We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs. 

We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning. 

We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections. 

Please view our website for more information about our company and philosophy. 

Package Details: 

• 25 days annual leave plus bank holidays  
• Income Protection (2 years pay at 50% after 6 months with long-term illness)  
• Gym and swimming pool membership (available only at Vintners Place and wider Nuffield Health network at an additional cost)  
• Regular socials, Christmas and summer parties  
• Reimbursement of study material and exam costs for US & UK licenses and certifications approved for your role  
• Discretionary quarterly and annual bonuses based on individual and company performance  
• Private Medical Insurance with Vitality (subject to probationary period)  
• Hybrid working – 3 days in the office & 2 days remotely (subject to probationary period)  
• Perkbox – access to discounts, benefits and perks (subject to probationary period)  
• Cycle to work scheme – salary sacrifice bicycle purchase (subject to probationary period)  
• Tech scheme – salary sacrifice technology and white goods purchase (subject to probationary period) 

To apply for this position, please send your CV to careers@tanagerwealth.com