Full job descriptionSalary up to £60k + discretionary bonus
London/Hybrid


Are you a Paraplanner who wants greater influence, more responsibility, and a clear path for progression? This could be the opportunity you’ve been waiting for!


This role offers the chance to have greater influence, increased responsibility, and a clear path for progression within a respected wealth management firm. As a Paraplanner, you will become a trusted technical partner to Financial Planners, playing a key role in delivering outstanding client outcomes and influencing processes.


Key responsibilities include:
- Conducting research and producing high-quality suitability reports
- Driving process improvements
- Supporting client meetings


This position requires:
- Diploma qualification (with a preference for those working towards chartered status)
- Strong technical knowledge in financial planning
- Client facing
- Excellent report writing skills and attention to detail
- A proactive, solutions-focused approach
- Enjoyment in collaborative work and building strong relationships


This opportunity is ideal for a Paraplanner looking to thrive in a supportive, professional environment where expertise is valued, ideas are heard, and career development is genuinely encouraged.


Please email for a confidential conversation to Ursula at Financial Divisions.