This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning — but also wants a genuine, structured pathway into becoming a Financial Adviser.
The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships.
This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity.
The Opportunity
You’ll join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager.
You’ll play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role.
This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities.
Key Responsibilities
*Producing detailed research, analysis and financial planning recommendations
*Building complex cashflow models to support long-term client strategy
*Writing high-quality suitability reports and technical planning documents
*Supporting holistic financial planning across pensions, investments, tax, and estate planning
*Attending client meetings with the adviser and gradually increasing client exposure
*Working closely with the adviser on complex planning cases
*Supporting specialist areas including family law financial planning and trust-related work
*Ensuring all recommendations are technically robust and clearly communicated
About You
You will ideally be:
*Chartered or working towards Chartered status
*Technically strong, with a genuine interest in complex financial planning
*Comfortable building detailed financial analysis and cashflow models
*Confident working closely with advisers and clients
*Ambitious, with a clear desire to progress from Paraplanner into a Financial Adviser role
What’s on Offer
*Salary to £80,000
*Discretionary bonus scheme (circa 10%)
*Pension scheme (employer 5% / employee 3%, rising to 10% employer contribution)
*Group life assurance
*Income Protection
*Private Medical Insurance
*25 days holiday + bank holidays (increasing with service up to 30 days + bank holidays)
*Additional birthday and Christmas shopping days
*Full exam support through to Chartered Financial Planner status (2 study days per exam)
*Monthly and quarterly team social events
*Flexible and remote working after probation
This is an excellent and rare opportunity for a Paraplanner who wants more than just report writing — and is ready to step towards a long-term adviser career within a high-quality financial planning environment.


If this role is of interest, please send your CV to Harry at Financial Divisions