Job Description
Paraplanner – Financial Planning | London | Permanent | Hybrid Working
Salary c £45-50,000 and excellent/market leading benefits
Are you an experienced paraplanner looking to work in a collaborative, forward-thinking environment where your technical expertise and passion for financial planning will be truly valued?
We are partnering with a well-established and highly respected UK wealth management firm to find a talented Paraplanner to join their London-based Financial Planning team. This is a fantastic opportunity to support a group of highly qualified Financial Planning Directors, providing detailed, client-focused advice while further developing your career in a supportive and purpose-driven environment.
The Role
In this client-centric role, you will:
Deliver high-quality written advice and support the annual review process to ensure ongoing excellence in client service.
Work closely with Financial Planning Directors, attending client meetings, preparing notes, and conducting research to shape tailored financial strategies.
Use advanced cashflow modelling to help clients meet their long-term financial goals.
Play a key role in improving internal tools and processes to ensure the continuous delivery of exceptional advice.
Manage your own workload efficiently while collaborating with team members to meet shared income and service objectives.
What’s on Offer
A permanent position with hybrid working options (typically 2 days in-office).
Full support for ongoing professional development and financial planning exams.
A collaborative and welcoming team environment.
The chance to work for a firm committed to responsible investing and long-term sustainable outcomes.
Requirements
Diploma in Financial Planning (CII or equivalent) – essential
2–3 years of experience in a paraplanning role.
Strong understanding of UK tax legislation including CGT, IHT, and Income Tax.
Technical proficiency in pensions and estate planning.
Familiarity with paraplanning teams and workflow management tools.
A confident communicator with a client-focused mindset and an eye for detail.
This firm is known for its values-led approach to wealth management. You’ll join a diverse and inclusive team that actively supports its people through meaningful work, continuous learning, and a shared commitment to acting responsibly—for clients and for the wider community.
Ready to take your paraplanning career to the next level?
Apply now or get in touch to find out more about this exciting opportunity.
CV to jim.m@financialdivisions.co.uk