Paraplanner

Job description

Paraplanner / Wealth Planning Associate

London/Hybrid

Salary up to £60k + attractive bonus and benefits

My client is looking for an organised, proactive and client‑focused Paraplanner to join their growing Wealth Management team. If you thrive in a dynamic environment, enjoy solving complex financial challenges, and want to play a key role in delivering exceptional client outcomes, this could be the perfect next step. This is a client facing role with route to becoming an Adviser.

What you’ll be doing

• Supporting advisers with high‑quality wealth planning analysis and research
• Preparing suitability reports, cashflow modelling and annual reviews
• Guiding clients through onboarding and providing clear, confident communication throughout
• Collaborating with wider team and custodians to ensure smooth asset transfers
• Contributing to process improvements and wider business projects

What we’re looking for

• Experience as a Paraplanner and minimum Level 4 diploma qualified
• Strong communication skills and confidence dealing with clients and senior stakeholders
• Excellent organisation, attention to detail and ability to prioritise
• Proactive mindset with a collaborative approach
• Comfortable using Microsoft Office and modern collaboration tools

Why join

You’ll be part of a supportive, ambitious team where your expertise genuinely shapes client outcomes. A company committed to investing in your development through exams, training, and industry events — and value people who bring ideas, initiative and a passion for high‑quality advice.

Please send your CV tor ursulasloan@financialdivisions.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full-time jobs

Published at

20-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English