Ref: LW/PP/1126
Are you an experienced Paraplanner looking to join a highly respected and growing Wealth Management business that genuinely values its people, promotes professional development and offers excellent long-term career prospects?
Our client is a well-established international organisation with approximately 200 employees across Slough and London, as well as a global presence. As part of their continued growth, they are looking to recruit a Paraplanner to join their successful Wealth Management division.
This opportunity has arisen due to a planned departure within the team and offers the successful Paraplanner the chance to become an integral part of a collaborative, supportive and highly professional Wealth Management function.
WHY THIS OPPORTUNITY STANDS OUT
This is far more than a traditional Paraplanner role.
You’ll have genuine exposure to both advisers and clients, working closely with experienced professionals whilst supporting the delivery of high-quality financial planning advice.
The Wealth Management team currently comprises:
- 4 Financial Advisers
You’ll be joining a business known for:
- Fantastic culture and supportive leadership
- Strong team spirit and collaborative environment
- Excellent staff retention
- Full client contact and adviser exposure
- Study support and professional development
- Clear career progression opportunities
- Excellent benefits package
- Regular social events and company celebrations
- Hybrid working and flexibility
THE ROLE
The successful Paraplanner will work closely with the Financial Advisers, providing technical support and helping deliver outstanding outcomes for clients.
KEY RESPONSIBILITIES
- Preparing high-quality suitability reports and recommendation letters
- Conducting technical research across pensions, investments and protection
- Analysing existing client arrangements and identifying planning opportunities
- Preparing cashflow and financial planning analysis
- Supporting advisers with client reviews and new business recommendations
- Liaising directly with clients, providers and professional connections
- Assisting in the development of comprehensive financial planning solutions
- Maintaining accurate records and ensuring regulatory compliance
- Keeping up to date with industry, legislative and regulatory developments
THE IDEAL CANDIDATE
- Previous Paraplanner experience within Financial Planning or Wealth Management
- Level 4 Diploma Qualified or actively working towards completion
- Strong technical knowledge of pensions, investments and retirement planning
- Candidates nearing completion of their Level 4 Diploma will be considered
- Excellent report-writing and analytical skills
- Strong communication and relationship-building abilities
- Highly organised with strong attention to detail
WHAT'S ON OFFER?
- Hybrid Working (3 Days Office / 2 Days Home)
- Split between Slough and London offices
- Full Client Contact
- Study Support
- Professional Development
- Great Social events monthly and yearly
- Supportive and Social Team Environment
THE CULTURE
One of the biggest attractions of this opportunity is the culture.
The business is highly social, collaborative and people-focused, placing real emphasis on teamwork, professional development and employee wellbeing. The team works hard but also enjoys celebrating success, with regular social events and annual Summer and Winter company parties.
This is an environment where individuals are encouraged to contribute ideas, develop their skills and build long-term careers. It is an excellent opportunity for a Paraplanner seeking a business that offers both professional development and a genuinely enjoyable working environment.
LOCATION
Slough & London
For a confidential discussion, please contact:
Laura Warburton
Senior Partner | Financial Divisions LLP
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FINANCIAL ADVISER - Taking over a wonderful bank of clients worth £120M 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.
