Financial Divisions
Paraplanner - Fast growing Firm with route to Adviser
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Paraplanner - Fast growing Firm with route to Adviser
Paraplanner with Clear Pathway to Financial Adviser
£55K – £60K Base + Bonus and Benefits | Full Training & Support Location: Central London
Our client, a highly respected and prestigious wealth management firm, serving high-net-worth clients and their dependents, is seeking an experienced Paraplanner due to growth and expansion.
The ideal candidate will enjoy working with established clients and has a keen interest in progressing to a Financial Adviser role with comprehensive training and support.
The Opportunity
As an experienced Paraplanner, the role focuses on delivering high-quality, non-jargon-driven, relationship-led advice. You’ll work closely with an experienced Adviser, taking an active role in shaping client recommendations while gaining the skills and visibility needed to transition into an advisory position in the future.
This isn’t a back-office-only role—you’ll be involved in client interactions, including meetings, report preparation and real client relationship exposure.
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The Role
- Writing clear, compliant, and technically robust suitability reports.
- Conducting detailed research across pensions, investments, protection, and tax planning.
- Supporting Advisers in building tailored financial plans.
- Producing cashflow modelling and long-term planning analysis.
- Assisting with complex cases and acting as a technical point of contact.
- Working closely with Advisers and Administrators to deliver a seamless client experience.
Requirements
- Previous experience as a Paraplanner in wealth management.
- Level 4 Diploma in Financial Planning (essential).
- Strong technical knowledge across core advice areas.
- Experience with report writing and cashflow modelling.
- Solid understanding of compliance and regulatory requirements.
- Organised, detail-oriented, and eager to develop.
- Strong commitment to supporting high-net-worth clients and their families.
- Progress towards Chartered status is a plus but not essential.
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What’s On Offer
✅ Structured training programme with clear pathway to Advisor role. ✅ Opportunity to work alongside an experienced Adviser. ✅ Strong firm culture with low employee turnover. ✅ Stable, well-regarded firm with a strong client base.
Why This Role?
This rare opportunity provides a genuine progression path from Paraplanner to Adviser with full training and support—uncommon in the industry. Our client is seeking the right candidate to play a pivotal role in their expansion.
If interested, please send your CV to Laura at Financial Divisions: lauraw@financialdivisions.co.uk
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