A highly respected, Chartered, independent wealth management firm in Central London is
seeking an experienced Paraplanner to join their growing team. This is an exceptional
opportunity for a diploma-qualified professional who enjoys autonomy, values high-quality
advice, and is keen to progress toward Chartered status.
You’ll be joining a firm known for its rigorous research, bespoke advice, and strong
professional culture. For the right individual, there is clear scope to progress into a Senior
Paraplanner or Financial Planner in the future.
Why you’ll love this role
You’ll have genuine autonomy and the chance to liaise directly with clients
Your technical opinions will be valued and acted upon
You’ll work in a fast-moving, disciplined environment where initiative is encouraged
You’ll contribute to mentoring junior paraplanners through an internal graduate
programme
You’ll be part of a collaborative team where your voice matters
Key Responsibilities
Prepare documentation for client review meetings
Analyse and interpret adviser notes and client data
Conduct whole-of-market research, complex calculations, and cashflow modelling
Produce high-quality suitability reports (bespoke and templated)
Participate in central research projects and wider business initiatives
Join the firm’s Investment Committee and contribute to discussions
Build strong working relationships with advisers
Take ownership of tasks and follow actions through to completion
Proactively develop your technical knowledge through internal and external learning
What We’re Looking For
Minimum 1 year of paraplanning experience within an IFA environment
Strong knowledge across pensions, investments, protection, and ideally IHT and trust
planning
Diploma qualified and working toward Chartered status (CII preferred)
Excellent compliance awareness and file management skills
Strong analytical, organisational, and time management abilities
Confident decision-maker with the ability to work independently
Experience with tools such as FE Analytics, Voyant, CashCalc, Xplan (desirable)
Strong Excel skills
Proven ability to produce clear, accurate written financial advice
Whole-of-market research capability


Benefits
Competitive salary up to £50,000
Generous holiday entitlement
Full exam support
Flexible working arrangements
Salary sacrifice options
Income protection
Death in service cover
If you’re a proactive, technically minded paraplanner looking for a role where you can
genuinely influence client outcomes and advance your career, we’d love to hear from you.
Please send your CV to Ursula Sloan at Financial Divisions