Paraplanner-London/Hybrid-Up to £, (DOE) + excellent benefits in London - Financial Divisions

A highly respected, Chartered, independent wealth management firm in Central London is

seeking an experienced Paraplanner to join their growing team. This is an exceptional

opportunity for a diploma-qualified professional who enjoys autonomy, values high-quality

advice, and is keen to progress toward Chartered status.

You’ll be joining a firm known for its rigorous research, bespoke advice, and strong

professional culture. For the right individual, there is clear scope to progress into a Senior

Paraplanner or Financial Planner in the future.

Why you’ll love this role

You’ll have genuine autonomy and the chance to liaise directly with clients

Your technical opinions will be valued and acted upon

You’ll work in a fast-moving, disciplined environment where initiative is encouraged

You’ll contribute to mentoring junior paraplanners through an internal graduate

programme

You’ll be part of a collaborative team where your voice matters

Key Responsibilities

Prepare documentation for client review meetings

Analyse and interpret adviser notes and client data

Conduct whole-of-market research, complex calculations, and cashflow modelling

Produce high-quality suitability reports (bespoke and templated)

Participate in central research projects and wider business initiatives

Join the firm’s Investment Committee and contribute to discussions

Build strong working relationships with advisers

Take ownership of tasks and follow actions through to completion

Proactively develop your technical knowledge through internal and external learning

What We’re Looking For

Minimum 1 year of paraplanning experience within an IFA environment

Strong knowledge across pensions, investments, protection, and ideally IHT and trust

planning

Diploma qualified and working toward Chartered status (CII preferred)

Excellent compliance awareness and file management skills

Strong analytical, organisational, and time management abilities

Confident decision-maker with the ability to work independently

Experience with tools such as FE Analytics, Voyant, CashCalc, Xplan (desirable)

Strong Excel skills

Proven ability to produce clear, accurate written financial advice

Whole-of-market research capability

Benefits

Competitive salary up to £50,000

Generous holiday entitlement

Full exam support

Flexible working arrangements

Salary sacrifice options

Income protection

Death in service cover

If you’re a proactive, technically minded paraplanner looking for a role where you can

genuinely influence client outcomes and advance your career, we’d love to hear from you.

Please send your CV to Ursula Sloan at Financial Divisions