Paraplanner – Hybrid (London) – £,–£, + Benefits in London - Financial Divisions

Are you an experienced Paraplanner looking to join a supportive, ambitious and genuinely

collaborative financial planning team? This is a fantastic opportunity to become a valued part

of a growing firm where your work will be recognised, your ideas will be heard, and your

contribution will truly matter.

We’re recruiting on behalf of a wellestablished, boutique financial planning business that

works closely with business owners, lawyers and city professionals, helping them build,

protect and enjoy longterm financial freedom. Their culture is friendly, forwardthinking and

professional, with a strong focus on doing the right thing for both clients and the team.

The Role

As a key member of the client team, you’ll work closely with advisers to deliver highquality,

thoughtful financial planning. Your responsibilities will include:

Building detailed cashflow models using Voyant

Writing clear, wellstructured suitability reports

Producing technical analysis and recommendations across pensions, investments and

protection

Researching protection solutions and planning strategies tailored to client needs

Preparing forwardplanning reports following client reviews

Supporting advisers by understanding client priorities and shaping appropriate advice

Ensuring all work is accurate, compliant and aligned with regulatory standards

Playing an active role in delivering an exceptional client experience

This role suits someone who takes real pride in producing highquality work, enjoys being

closely involved in the advice process, and thrives in a collaborative environment.

What We’re Looking For

Level 4 Diploma in Financial Planning (or equivalent)

Minimum three years’ experience as a Paraplanner

Strong technical knowledge across pensions, investments and protection

Ability to work independently while contributing positively to the wider team

Desirable:

Experience with Intelliflo Office

Experience using Voyant

Familiarity with AJ Bell

What’s on Offer

Salary £40,000–£50,000 depending on experience

Hybrid working for better work–life balance

Early finish every Friday

An additional day off every month

Private medical insurance, income protection, death in service, health cash plan and

salary sacrifice pension

Full support for professional development, including funded training and

qualifications

A friendly, ambitious and supportive environment where you can grow

If you’re looking for a longterm career in paraplanning within a business that genuinely

values its people, we’d love to hear from you.

Please apply with your CV to Ursula Sloan at Financial Divisions