Financial Divisions
Paraplanner
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Paraplanner to Financial Adviser – Salary to £65,000
Hybrid Working + Clear Career Progression
Our client, a growing wealth management firm in London, is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager.
This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver – a genuine pathway into a Financial Adviser role once you’ve developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home.
The Opportunity
In this role, you’ll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you’ll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained.
You’ll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career.
The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process.
The Role
As a Paraplanner, you’ll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships.
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On the technical side, you’ll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models, and reviewing client risk profiles. You’ll work closely with the Wealth Manager to help shape appropriate recommendations, ensuring all advice is clearly documented, accurate, and fully compliant.
You’ll also have regular exposure to clients, attending meetings, preparing follow-up actions, and communicating with both UK and international clients by phone and email. Alongside this, you’ll support the onboarding process, assist with asset transfers, and handle withdrawal requests while keeping clients updated on progress throughout.
There will also be the opportunity to contribute to process improvements, support complex cases, and continue building your technical expertise through exams, internal training, and industry exposure.
What Makes This Role Different
- A clear and structured pathway into a Wealth Manager position
- Working closely with one dedicated Wealth Manager, rather than supporting multiple advisers
- Real client exposure and involvement in the advice process
- A growing firm where progression is driven by opportunity, not by waiting for vacancies
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About You
Ideally you will:
- Hold the Level 4 Diploma in Financial Planning
- Have 2+ years’ experience as a Paraplanner
- Ideally have a desire to achieve Chartered and Certified Financial Planner status
- Have experience producing suitability reports and technical research
- Be comfortable using CRM systems, as well as financial planning and cashflow modelling tools
- Be organised, personable, and confident communicating with clients
This role will suit someone ambitious, who enjoys the technical side of planning but ultimately wants to progress into advising clients in their own right.
Why This Role?
If you’re a Paraplanner looking for a role with a clear direction, where you can strengthen your technical skills while gradually building the experience needed to become an adviser, this opportunity offers exactly that.
You’ll be part of a friendly, supportive, and collaborative team, working closely with experienced professionals while building a long-term career within a fantastic wealth management firm.
If you’re interested in this opportunity, please send your CV to Laura at Financial Divisions: lauraw@financialdivisions.co.uk
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