Job Description Financial Advice Paraplanner Shape Financial Futures. Are you an experienced Paraplanner looking to join a highly respected and ambitious financial planning business where your technical expertise is genuinely valued? This is an excellent opportunity to join an established and growing Financial Services team in Ascot, supporting experienced Financial Advisers in delivering sophisticated, highly personalised financial planning solutions. We're looking for a technically capable, commercially aware and client-focused Paraplanner who takes pride in producing exceptional work, enjoys solving complex financial planning challenges and wants to play a meaningful role in delivering outstanding client outcomes. If you're looking for a role where quality matters, professional development is encouraged and your contribution genuinely makes a difference, this could be the opportunity for you. As a key member of the Financial Services team, you'll work closely with Financial Advisers and colleagues to deliver comprehensive technical research, analysis and financial planning support. You'll be involved throughout the financial planning process — from gathering and analysing client information, researching solutions and modelling outcomes, through to producing detailed suitability reports and supporting recommendations through to implementation. For ambitious professionals, there is genuine scope for career development and progression towards Chartered status. Hybrid working is available following successful completion of probation. Produce high-quality suitability reports and recommendation documentation for Adviser review. Gather, analyse and interpret detailed client information to support financial planning recommendations. Conduct technical research across pensions, investments, protection and wider financial planning. Undertake cashflow planning and detailed financial analysis. Develop and maintain strong technical knowledge of financial products, investments and provider propositions. Help develop internal procedures, processes and report templates. Provide high-quality technical information and analysis throughout the financial planning journey. CII Diploma in Regulated Financial Planning (DipPFS) or equivalent Paraplanning qualification. Proven experience within an IFA, Financial Planning or Wealth Management environment. Strong technical knowledge across pensions, investments and wider financial planning. Experience with cashflow planning and financial analysis. Excellent research, report-writing and analytical skills. Strong Microsoft Office skills. Pension switching. Estate and inheritance planning. Investment planning. Chartered Financial Planning and/or progression towards Chartered status. Experience with systems and platforms such as Assureweb, Exweb, Underwriteme, Intelligent Office, Transact, Quilter, Abrdn, Prudential, LV=, Aviva, FE Analytics and Defaqto would also be advantageous. Annual salary review. ~ Hybrid working following successful completion of probation. ~25 days annual leave + Bank Holidays. ~ Buy & Sell Holiday Scheme. ~ Life Assurance – 4x basic salary. ~ Critical Illness Cover – 1x annual salary. ~ Private Medical Insurance via salary sacrifice. ~ Auto-enrolment or salary sacrifice pension schemes. ~ Employee Assistance Programme supporting physical, mental and financial wellbeing. ~ Genuine professional development and career progression opportunities. ~ It's an opportunity to become a key part of an established Financial Services team, working alongside experienced Advisers and playing a genuine role in shaping the quality of financial planning delivered to clients. You'll have the opportunity to develop your technical expertise across a broad range of financial planning disciplines, whilst working in an environment that values professionalism, collaboration, technical excellence and exceptional client service. For a Paraplanner who is ambitious about their career — particularly someone looking to progress towards Chartered status — this is an exciting opportunity to take the next step. Partner | Financial Divisions IFA #Paraplanner #Paraplanning #WealthManagement #FinancialPlanning #FinancialServices #IFAJobs #WealthManagementJobs
FINANCIAL PLANNING PARAPLANNER in Ascot employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
