At a Glance
- Tasks: Deliver high-quality wealth planning advice and support clients with technical expertise.
- Company: Prestigious wealth management firm in a beautiful London office.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Other info: Engaging role with client interaction and complex relationships.
- Why this job: Shape client outcomes while progressing to an Adviser role in just 3 years!
- Qualifications: Experience as a Paraplanner and Level 4 Diploma required.
The predicted salary is between 55000 - 60000 £ per year.
Are you looking for an opportunity to work with a growing firm that offers beautiful offices and some of the most prestigious clients in the UK? They are a highly respected wealth management firm 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 OpportunityAs 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
- 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
- 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! Please get in touch today for a confidential conversation.
Phone: 0203 9601110
Email: lauraw@financialdivisions.co.uk
Paraplanner - Route to Adviser in 3 years! in City of London employer: Financial Divisions
Join a prestigious wealth management firm in London that not only offers a competitive salary and bonus structure but also fosters a vibrant work culture where your expertise directly impacts client outcomes. With beautiful offices and the opportunity to work with sophisticated UK and international clients, this role as a Paraplanner provides a clear route to becoming an Adviser within three years, alongside ample opportunities for professional growth and development.
