Paraplanner / Technical Financial Planning Specialist – London / Hybrid – up to £, in London - Financial Divisions

Up to £50,000 + generous benefits

This is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than chasing volume, this could be a very good fit.

An established and progressive financial planning firm is looking to add a strong technical professional to its advisory support team. You’ll work alongside Consultants and Directors, playing a key role in shaping advice and ensuring every recommendation is robust, compliant and tailored to the individual client. This is not a back-office box-ticking role – your input will directly influence client outcomes.

In the role, you’ll act as a trusted technical partner to the advisory team, carrying out detailed research and analysis across pensions, retirement planning, investments and protection. You’ll be responsible for producing clear, accurate and compliant suitability reports within agreed timescales, acting as the primary author with peer review from consultants. You’ll support advisers with technical queries, liaise closely with compliance to ensure advice meets FCA standards, and confidently handle more complex cases where problem-solving skills really come into play. Alongside this, you’ll maintain meticulous client records in line with AML, DPA and regulatory requirements, stay on top of legislative changes, and help brief the wider team when updates matter. You’ll also analyse client data to support high-quality recommendations, ensure all client interactions align with Consumer Duty principles, and support junior team members to maintain consistently high standards.

This opportunity suits someone who is technically strong, detail-oriented and takes real pride in doing things properly. You’ll need the Diploma in Regulated Financial Planning as a minimum, with at least four years’ experience in an IFA or financial planning environment. Strong technical knowledge, proven experience writing bespoke suitability reports, and a solid understanding of compliance and FCA regulation are essential. Just as important is a collaborative mindset, a willingness to support others, and a genuine commitment to ongoing professional development.

In return, you’ll join a professional, supportive and development-focused firm where your expertise is valued and progression is taken seriously. The business is built around delivering fair, transparent advice that is genuinely in clients’ best interests, and this role sits right at the heart of that mission. If you’re looking for a position where quality matters more than quantity and where you can make a meaningful impact, this could be your next step.

To find out more or apply, contact Joanna Clark at Financial Divisions.