Financial Divisions
Paraplanner with Client contact from day 1
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Paraplanner | Wealth Management | Career Progression | Hybrid Working
📍 London / Hybrid
💷 Up to £60,000 + Excellent Benefits
📈 Clear Career Progression & Professional Development
Are you a Diploma-qualified Paraplanner looking for a role where you'll be more than just a number?
I'm partnering with a highly regarded and growing wealth management firm that is looking to add an ambitious Paraplanner to its supportive and collaborative team.
This is a fantastic opportunity to work closely with a select group of Financial Advisers, supporting a broad client base that includes affluent individuals, business owners, and High Net Worth clients with investable assets in excess of £7 million. You'll gain exposure to complex financial planning scenarios while developing your technical expertise and long-term career within a firm that truly invests in its people.
Unlike larger organisations where support is often centralised, you'll work directly alongside advisers, building strong relationships and gaining valuable exposure to the full client journey. This visibility and responsibility will allow you to make a genuine impact while accelerating your professional development.
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What You'll Be Doing
- ✅ Producing high-quality suitability reports and annual review documentation
- ✅ Creating cashflow models and technical financial planning analysis
- ✅ Reviewing risk profiles, investment strategies, and client objectives
- ✅ Supporting advisers before, during, and after client meetings
- ✅ Assisting with new business processing and asset transfers
- ✅ Acting as a technical specialist across a wide range of financial planning areas
- ✅ Ensuring exceptional client service and regulatory compliance standards
What We're Looking For
- ✔ Level 4 Diploma in Financial Planning (or higher)
- ✔ Previous Paraplanning experience within Wealth Management or Financial Planning
- ✔ Experience supporting High-Net-Worth (HNW) clients
- ✔ Strong technical and regulatory knowledge
- ✔ Excellent report-writing and communication skills
- ✔ A proactive mindset with exceptional attention to detail
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Why Join?
- ⭐ Salary up to £60,000 plus benefits
- ⭐ Hybrid working flexibility
- ⭐ Ongoing support towards Chartered and/or CFP qualifications
- ⭐ Genuine progression opportunities into Advisory, Senior Paraplanning, or Leadership roles
- ⭐ Direct mentoring from experienced Financial Advisers
- ⭐ Collaborative and people-focused culture
- ⭐ Exposure to interesting and complex client cases
If you're looking for a firm where your expertise is valued, your development is actively supported, and your career ambitions are encouraged, I'd love to speak with you.
📩 Apply now or contact me directly for a confidential conversation.
📱 07754 333988
📧 lauraw@financialdivisions.co.uk
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