Paraplanner (Diploma Qualified) Route to Adviser Harrow, London £40,000 – £45,000 (DOE)
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Added before 7 Days
- England,London,Greater London,Harrow
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Harrow, London
Salary: £40,000 – £45,000 (DOE) + Benefits
The Role
A well-established and growing wealth management firm based in Harrow is seeking a Diploma-qualified Paraplanner to join its collaborative and client-focused team. This is an excellent opportunity for an experienced paraplanner looking to play a key role in supporting Financial Planners and delivering high-quality financial advice.
Key Responsibilities
*Prepare detailed suitability reports across pensions, investments, protection, and retirement planning
*Conduct technical research and analysis to support financial planning recommendations
*Liaise closely with Financial Advisers to develop tailored client strategies
*Ensure all advice complies with FCA regulatory standards and internal compliance procedures
*Analyse client portfolios and provide recommendations for improvements or rebalancing
*Maintain accurate and compliant client records
*Assist in complex cases including drawdown, IHT planning, and pension transfers
*Keep up to date with industry developments, legislation, and tax rules
Requirements
*Level 4 Diploma in Financial Planning (e.g. CII or equivalent) – essential
*Minimum 2–3 years’ paraplanning experience within a wealth management or IFA environment
*Strong technical knowledge across pensions, investments, and tax planning
*Experience using financial planning tools (e.g. Cashflow modelling software)
*Excellent report writing and analytical skills
*High attention to detail and strong organisational ability
*Ability to work independently and as part of a team
Desirable
*Progression towards Chartered status
*Experience with platforms such as Wrap systems (e.g. Transact, Aviva, Quilter)
*Knowledge of ESG/sustainable investment solutions
Benefits
*Competitive salary up to £45,000
*Bonus scheme
*Hybrid working (after probation)
*Pension contribution
*Study support towards Chartered status
*25 days holiday + bank holidays
*Supportive, team-oriented culture
*If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Salary: £40,000 – £45,000 (DOE) + Benefits
The Role
A well-established and growing wealth management firm based in Harrow is seeking a Diploma-qualified Paraplanner to join its collaborative and client-focused team. This is an excellent opportunity for an experienced paraplanner looking to play a key role in supporting Financial Planners and delivering high-quality financial advice.
Key Responsibilities
*Prepare detailed suitability reports across pensions, investments, protection, and retirement planning
*Conduct technical research and analysis to support financial planning recommendations
*Liaise closely with Financial Advisers to develop tailored client strategies
*Ensure all advice complies with FCA regulatory standards and internal compliance procedures
*Analyse client portfolios and provide recommendations for improvements or rebalancing
*Maintain accurate and compliant client records
*Assist in complex cases including drawdown, IHT planning, and pension transfers
*Keep up to date with industry developments, legislation, and tax rules
Requirements
*Level 4 Diploma in Financial Planning (e.g. CII or equivalent) – essential
*Minimum 2–3 years’ paraplanning experience within a wealth management or IFA environment
*Strong technical knowledge across pensions, investments, and tax planning
*Experience using financial planning tools (e.g. Cashflow modelling software)
*Excellent report writing and analytical skills
*High attention to detail and strong organisational ability
*Ability to work independently and as part of a team
Desirable
*Progression towards Chartered status
*Experience with platforms such as Wrap systems (e.g. Transact, Aviva, Quilter)
*Knowledge of ESG/sustainable investment solutions
Benefits
*Competitive salary up to £45,000
*Bonus scheme
*Hybrid working (after probation)
*Pension contribution
*Study support towards Chartered status
*25 days holiday + bank holidays
*Supportive, team-oriented culture
*If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Job number 3580784
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Financial Divisions
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