Support 3 Advisers | Work with HNW & UHNW Clients | Exceptional Technical Development
Are you an experienced Level 4 qualified Paraplanner looking to step into a role where your technical ability is genuinely valued, developed and invested in?
Do you want to work for a market-leading independent IFA with a reputation for excellence and a client base of high-net-worth and ultra-high-net-worth individuals ?
My client is a highly respected, fully independent wealth management firm in London who are expanding their Paraplanning team following an internal promotion. With a Senior Paraplanner moving into an Adviser role, they are now seeking a confident, capable Paraplanner to join a well-structured pod supporting three Advisers , working closely alongside an experienced Financial Administrator.
Why This Role Stands Out
- Genuine technical mentorship — you’ll work directly with a highly technical senior figure who is known for elevating the skill set of every Paraplanner who joins the team.
- Clear progression pathways — whether you want to become a Senior Paraplanner or move toward advice in the future, this firm actively supports long-term career development.
- High-quality work — exposure to complex planning across investments, pensions, tax planning, trusts and bespoke wealth strategies for HNW/UHNW clients.
- Hybrid working — 3 days in the office during probation, then 2 days in the office thereafter.
What They’re Looking For
- Level 4 Diploma qualified (essential)
- 18 months to 2 years of current Paraplanning experience — this is not a hybrid admin/paraplanning role; they want someone already operating confidently at Paraplanner level
- Strong technical understanding across pensions, investments and holistic financial planning
- Someone who thrives in a collaborative pod structure and enjoys being a key support to multiple Advisers
- A proactive, detail-driven individual who takes pride in producing high-quality, compliant, client-focused work
The Package
- £45,000–£47,000 (flexibility for someone with ~3 years’ strong Paraplanning experience)
- Discretionary bonus
- Full study support for further qualifications
- Hybrid working after probation
- Opportunity to work with one of London’s most respected independent firms
If you’re a Paraplanner who wants to grow, be challenged, and work at a genuinely high technical level, this is the role that will take your career up a gear.
To discuss further, please send your cv to Ursula at Financial Divisions
