Paraplanner - Route to Financial Adviser, City of London, £47,000 - £52,000 Basic Salary + Bonus

A Diploma-qualified Paraplanner is sought to join one of the UK's leading Chartered Wealth Management firms. This role offers a career-focused opportunity within a respected business that has grown significantly in recent years, with a reputation for developing talent internally and providing clear progression routes into advisory roles.

The Opportunity:

• Work closely with high-performing Financial Advisers, providing end-to-end technical paraplanning support.
• Gain exposure to client meetings, technical discussions, and cashflow-led financial planning, with a pathway towards becoming a Financial Adviser.

Your responsibilities will include:

• Providing comprehensive end-to-end paraplanning support to senior Financial Advisers.
• Preparing detailed suitability reports across pensions, investments, tax, and retirement planning.
• Conducting technical research and product analysis to support client recommendations.
• Attending client meetings in the City office as you progress in the role.
• Supporting and contributing to recommendation discussions and financial planning strategies.
• Presenting Voyant cashflow modelling outputs to clients at review meetings (training provided where required).
• Liaising closely with advisers, paraplanning colleagues, and the wider technical team.
• Ensuring all advice is fully compliant and meets FCA standards.
• Supporting ongoing development of client relationships alongside advisers.
• Managing workflow and maintaining high standards of accuracy and delivery.

Requirements:

• Level 4 Diploma in Regulated Financial Planning (essential).
• Minimum 2 years' paraplanning experience within an IFA or Wealth Management environment.
• Strong technical knowledge across pensions, investments, and retirement planning.
• Experience preparing or supporting suitability reports.
• Exposure to cashflow modelling (Voyant desirable but not essential - training provided).
• Strong analytical and communication skills.
• Confident working closely with advisers and attending client meetings.
• Ambition to progress into a Financial Adviser role.

What's on Offer:

• Salary £47,000 - £52,000 depending on experience.
• Discretionary bonus scheme.
• Full study support and funding for further qualifications.
• Clear and structured route into a Financial Adviser role.
• Hybrid working (2-3 days from home once established in the role).
• Highly collegiate and supportive team culture.
• Ongoing technical training and development.
• Strong Paraplanning Manager support from a highly experienced technical lead.
• Regular team events and social activities.
• Opportunity to join a highly respected Chartered Wealth Management firm.

This is a structured career pathway within one of the most established Chartered wealth management firms in the UK, designed for ambitious paraplanners who want a long-term career move rather than a short-term step.