Are you an ambitious Paraplanner looking to join a highly respected Independent Financial Advice firm and work alongside a team that genuinely invests in your development?
We're partnering with a well-established, highly reputable wealth management business that is looking to add a talented Paraplanner to its growing team.
The Opportunity
You’ll support two experienced Financial Advisers who work exclusively with Ultra High Net Worth (UHNW) clients, giving you exposure to complex and rewarding financial planning cases.
This is a varied role where you’ll be heavily involved across the full advice process, including:
- Writing high-quality suitability reports
- Research and technical analysis
- Pension planning
- Investments
- Protection planning
- Inheritance Tax (IHT) and estate planning strategies
- Cashflow modelling
- Preparing client recommendations and supporting documentation
- Attending client meetings and working closely with advisers on bespoke client solutions
Why Consider This Role?
- Salary up to £50,000
- Discretionary annual bonus
- Fully hybrid working with just 2-3 days per week in the London office
- Exposure to sophisticated UHNW client work
- Strong career progression opportunities
- Supportive and collaborative team culture
- Hands-on mentoring from experienced advisers and senior professionals
- A business that values development and will help spearhead your long-term career growth
Who We're Looking For
We're keen to speak with Paraplanners who have experience within a financial planning environment and enjoy the technical side of wealth management. You’ll be someone who takes pride in producing quality work, has strong attention to detail, and is eager to continue developing your knowledge and expertise.
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Paraplanner - London Hybrid - Up to &50,000 + Discretionary Bonus 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.
