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For Companies At a Glance
- Tasks: Support high billing advisers with report writing and cashflow modelling.
- Company: Join a top Chartered Wealth Management firm in the heart of London.
- Benefits: Enjoy a competitive salary, bonuses, and flexible remote work options after training.
- Why this job: Be part of an ambitious team focused on growth and client success.
- Qualifications: Technical knowledge is essential; diploma not required.
- Other info: Work with HNW & UHNW clients and gain full study support to Chartered status.
The predicted salary is between 36000 - 66000 £ per year.
Job Description
📣 We’re Hiring: Paraplanner / Wealth Planning Associate
We’re looking for an organised, proactive and client‑focused Paraplanner to join our growing Wealth Management team. If you thrive in a dynamic environment, enjoy solving complex financial challenges, and want to play a key role in delivering exceptional client outcomes, this could be the perfect next step.
What you’ll be doing
- Supporting advisers with high‑quality wealth planning analysis and research
- Preparing suitability reports, cashflow modelling and annual reviews
- Guiding clients through onboarding and providing clear, confident communication throughout
- Collaborating with wider team and custodians to ensure smooth asset transfers
- Contributing to process improvements and wider business projects
What we’re looking for
- Experience as a Paraplanner or similar role within financial services
- Strong communication skills and confidence dealing with clients and senior stakeholders
- Excellent organisation, attention to detail and ability to prioritise
- Proactive mindset with a collaborative approach
- Comfortable using Microsoft Office and modern collaboration tools
Why join
You’ll be part of a supportive, ambitious team where your expertise genuinely shapes client outcomes. We invest in your development through exams, training, and industry events — and we value people who bring ideas, initiative and a passion for high‑quality advice.
Please email your CV to ursulasloan@financialdivisions.co.uk
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in paraplanning, such as cashflow modelling software. Being proficient in these tools can set you apart during interviews and demonstrate your readiness for the role.
✨Tip Number 3
Research the company’s values and recent developments in the financial advice sector. Tailoring your conversations during interviews to reflect your understanding of their business model and growth plans can show your genuine interest in joining their team.
✨Tip Number 4
Prepare to discuss your technical knowledge in areas like pensions, investments, and tax planning. Be ready to provide examples of how you've applied this knowledge in previous roles or studies, as it will be crucial for supporting the high billing advisers effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with report writing, cashflow modelling, and the specific needs of HNW and UHNW clients.
Tailor Your CV: Highlight relevant experience in financial services, particularly any roles involving report writing or client management. Emphasise your technical knowledge and any qualifications that relate to the role, even if you are not diploma qualified.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention your interest in working with high net worth clients and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, having a solid understanding of financial products and regulations is crucial. Be prepared to discuss your knowledge of pensions, investments, and tax planning during the interview. Highlight any relevant experience or coursework that demonstrates your expertise.
✨Demonstrate Your Report Writing Skills
Since the role involves end-to-end report writing, it's important to showcase your ability to create clear and concise reports. Bring examples of previous work or be ready to discuss how you approach report writing, including your attention to detail and analytical skills.
✨Understand the Company Culture
Research the Chartered Wealth Management Firm and understand its values and culture. Be ready to explain why you want to work there and how you align with their entrepreneurial spirit. This will show your genuine interest in the company and the role.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared can set you apart from other candidates. Ask about the team dynamics, the onboarding process, or the company's future plans. This shows your enthusiasm for the position and helps you assess if it's the right fit for you.
