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- Tasks: Work closely with Financial Advisers, attend client meetings, and produce detailed reports.
- Company: Join a successful independent financial planning firm with over 20 years of experience.
- Benefits: Enjoy hybrid working, performance-based salary uplifts, and a clear career development path.
- Why this job: Be part of a supportive team culture focused on holistic planning without sales pressure.
- Qualifications: Must have paraplanning experience and a Level 4 Diploma; ambition is key!
- Other info: Direct exposure to high-value clients and opportunities for mentoring junior team members.
The predicted salary is between 40800 - 46200 £ per year.
Are you ready for a paraplanning role that actually moves your career forward? Whether you’re looking to deepen your technical work, get more client-facing, or step into a future Adviser position — this independent financial planning firm has the platform, people, and long-term vision to help you grow.
Why this firm?
- 20+ years of success with HNW clients across the South East
- A truly holistic planning approach — no sales culture, no pressure
- Loyal client base, deep relationships, multigenerational planning
- A warm, supportive, and ambitious team culture
- Clear development path — into advice or senior technical leadership
What you’ll be doing:
- Partnering closely with 3 experienced Financial Advisers
- Attending client meetings and building strong relationships
- Producing in-depth suitability reports (pensions, investments, estate planning)
- Working on complex cases: IHT mitigation, tax optimisation, cashflow modelling
- Mentoring junior team members
- Helping to refine and improve advice processes
What you’ll bring:
- Paraplanning experience in private client wealth management
- Level 4 Diploma as a minimum (Chartered a strong plus)
- Confident, client-facing communication style
- Collaborative mindset and a drive for continuous improvement
- Ambition — whether that’s moving into advice or excelling technically
The Offer:
- £48,000 – £55,000 DOE
- Performance-based salary uplifts
- Hybrid working from a Reading, Berkshire HQ
- Adviser pathway available (but not essential)
- Direct exposure to high-value, complex clients
- A long-term home for your career in financial planning
Sound like you? Let’s have a confidential chat. Contact Ryan at Financial Divisions: ryan@financialdivisions.co.uk
Paraplanner employer: Financial Divisions
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 planning industry, especially those who are already working as paraplanners or advisers. Attend industry events or webinars to make connections and learn more about the role and the company culture.
✨Tip Number 2
Familiarise yourself with the specific services and client base of the firm. Understanding their holistic planning approach and the types of cases they handle will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 3
Prepare to discuss your experience with complex financial cases, such as IHT mitigation and cashflow modelling. Be ready to share examples of how you've successfully navigated these situations in the past, showcasing your technical skills.
✨Tip Number 4
Showcase your ambition and willingness to grow within the company. Whether you're interested in moving into an adviser role or excelling technically, express your long-term career goals and how they align with the firm's development path.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially in private client wealth management. Emphasise any relevant qualifications, such as your Level 4 Diploma or Chartered status, and showcase your client-facing communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and desire for continuous improvement. Mention how you align with the firm's holistic planning approach and your interest in mentoring junior team members.
Showcase Relevant Skills: In your application, clearly outline your experience with producing suitability reports and working on complex cases like IHT mitigation and tax optimisation. This will demonstrate your technical expertise and readiness for the role.
Express Your Career Goals: Convey your long-term career aspirations in financial planning, whether it's moving into an adviser position or excelling in technical leadership. This shows the firm that you are committed to growth and development within their organisation.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of complex financial concepts. Be prepared to discuss your experience with pensions, investments, and estate planning during the interview.
✨Emphasise Client Relationship Skills
This role involves attending client meetings and building strong relationships. Highlight any previous experiences where you've successfully interacted with clients and how you managed those relationships.
✨Demonstrate a Collaborative Mindset
The firm values teamwork and collaboration. Share examples of how you've worked effectively within a team, especially in mentoring junior members or refining processes.
✨Express Your Ambition
Whether you're looking to move into an advisory role or excel technically, make sure to convey your career aspirations. Discuss how this position aligns with your long-term goals in financial planning.
