Paraplanner - Route to Adviser in 3 years!

Paraplanner- Route to Adviser.

£55,000 – £60,000 base + bonus + benefits Location: London

Are you looking for an opportunity to work with a growing Firm, that offers not only a beautiful offices to work in but some of the most prestigious clients in the UK.

They are highly respected wealth management firm and seeking an experienced Technical Paraplanner to support a dedicated book of private clients. This role is ideal for someone who enjoys working with sophisticated UK and international clients and wants a position offering technical depth, client interaction, and long‑term progression.

If you’re detail‑driven, technically strong, and looking for a role where your expertise genuinely shapes client outcomes, this is an excellent opportunity.

The Opportunity

As a Paraplanner, you will play a central role in delivering high‑quality, compliant, and well‑documented wealth planning advice. You’ll work closely with advisers, act as a technical subject‑matter expert, and support clients across a wide range of planning scenarios.

This is not a pure back‑office role, you’ll be involved in client meetings, technical discussions, and the full advice lifecycle, gaining visibility across complex client relationships.

The Role

• Suitability report writing - clear, compliant, technically robust
• Wealth planning research for UK & international clients
• Completing annual suitability review letters
• Ensuring clients understand the key features of the advice provided
• Producing cashflow modelling and long‑term planning analysis
• Reviewing client risk‑profiling reports
• Supporting advisers with technical analysis and case guidance
• Attending client meetings, taking notes, and following up on actions

What They’re Looking For

• Proven experience as a Paraplanner within wealth management
• Level 4 Diploma (essential) with desire to achieve Chartered or Certified status
• Ideally 3–4 years’ experience in a similar role
• Strong organisational and time‑management skills
• Excellent written and verbal communication
• High level of discretion and professionalism
• Proficiency in Microsoft Office and collaboration tools
• Ability to work independently and collaboratively
• Strong interpersonal skills and a proactive, solution‑oriented approach
• Comfortable interacting with senior stakeholders and external visitors

Skills & Experience

• Strong understanding of the financial planning process and compliance
• Ability to work under pressure and deliver accurate work first time
• Experience of report writing and technical analysis
• Proficient with financial planning tools and modelling software
• Confident acting as a technical point of contact for clients and providers

If you are looking for something extraordinary, then this is it!

Pls get in touch today for a confidential conversation.

Phone: 0203 9601110

Email: lauraw@financialdivisions.co.uk