Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build cashflow models and draft suitability reports for bespoke client advice.
- Company: Established wealth management firm in the heart of London.
- Benefits: Up to £55,000 salary, discretionary bonus, and hybrid working options.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience as a paraplanner with strong technical skills.
- Other info: Great opportunities for professional development and progression.
The predicted salary is between 33000 - 77000 £ per year.
Job Description
Are you an experienced paraplanner who wants to feel genuinely valued for the quality of your work? This established wealth management firm in the City is seeking a paraplanner to join their close-knit technical team, supporting Chartered Financial Planners in delivering truly bespoke client advice.
As a paraplanner here, you’ll build detailed cashflow models, draft high-quality suitability reports, and research investment, pension and protection strategies across complex client cases. You’ll collaborate directly with advisers and compliance, ensuring every plan is robust, compliant, and personal.
The firm is known for encouraging professional development, with full support toward Chartered status and exposure to client meetings for paraplanners who want to progress.
If you’re a paraplanner who enjoys autonomy, technical challenge and being part of a progressive, advice-led culture, this could be the move for you.
Package: Up to £55,000 + discretionary bonus + hybrid working (2 days WFH).
Please contact Laura at Financial Divisions to apply
Paraplanner - London - Up to £55,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - London - Up to £55,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanner scenarios. Think about how you’d handle complex client cases or draft suitability reports. We want you to shine and show off your skills!
✨Tip Number 3
Don’t forget to showcase your technical skills! Bring examples of cashflow models or reports you’ve worked on. This will help potential employers see the value you can bring to their team.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate paraplanners like you!
We think you need these skills to ace Paraplanner - London - Up to £55,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the paraplanner role. Highlight your experience with cashflow models and suitability reports, as these are key to impressing us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you’re passionate about paraplanning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Technical Skills: We love seeing candidates who can demonstrate their technical prowess. Include specific examples of complex client cases you've worked on and the strategies you’ve researched.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you into the process smoothly!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to cashflow modelling, suitability reports, and investment strategies. The interviewers will likely ask you about specific cases or scenarios, so being well-prepared with examples from your past experience will show them you’re the right fit.
✨Showcase Your Collaboration Skills
Since this role involves working closely with advisers and compliance teams, be ready to discuss how you've successfully collaborated in the past. Share specific examples of how you’ve contributed to team projects or supported colleagues in delivering client advice.
✨Demonstrate Your Commitment to Development
This firm values professional growth, so highlight any steps you’ve taken towards achieving Chartered status or other qualifications. Talk about your eagerness to learn and how you stay updated with industry trends, as this will resonate well with their culture.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their approach to client meetings or how they support paraplanners in their career progression. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
