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For Companies At a Glance
- Tasks: Support financial planning and build detailed cashflow models while working closely with clients.
- Company: A leading FCA-regulated financial planning firm in London with a focus on bespoke advice.
- Benefits: Earn up to £80,000 plus bonuses, pension scheme, private medical insurance, and 25+ days holiday.
- Why this job: Kickstart your career as a Financial Adviser with structured support and real client impact.
- Qualifications: Experience as a Paraplanner, strong analytical skills, and ambition to progress.
- Other info: Enjoy flexible working, team socials, and full exam support for Chartered status.
The predicted salary is between 80000 - 80000 £ per year.
This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning but also wants a genuine, structured pathway into becoming a Financial Adviser. The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships.
This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity.
The Opportunity
You will join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager. You will play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role. This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities.
Key Responsibilities
- Producing detailed research, analysis and financial planning recommendations
- Building complex cashflow models to support long-term client strategy
- Writing high-quality suitability reports and technical planning documents
- Supporting holistic financial planning across pensions, investments, tax, and estate planning
- Attending client meetings with the adviser and gradually increasing client exposure
- Working closely with the adviser on complex planning cases
- Supporting specialist areas including family law financial planning and trust-related work
- Ensuring all recommendations are technically robust and clearly communicated
About You
You will ideally be:
- Chartered or working towards Chartered status
- Technically strong, with a genuine interest in complex financial planning
- Comfortable building detailed financial analysis and cashflow models
- Confident working closely with advisers and clients
- Ambitious, with a clear desire to progress from Paraplanner into a Financial Adviser role
What’s on Offer
- Salary to £80,000
- Discretionary bonus scheme (circa 10%)
- Pension scheme (employer 5% / employee 3%, rising to 10% employer contribution)
- Group life assurance
- Income Protection
- Private Medical Insurance
- 25 days holiday + bank holidays (increasing with service up to 30 days + bank holidays)
- Additional birthday and Christmas shopping days
- Full exam support through to Chartered Financial Planner status (2 study days per exam)
- Monthly and quarterly team social events
- Flexible and remote working after probation
This is an excellent and rare opportunity for a Paraplanner who wants more than just report writing and is ready to step towards a long-term adviser career within a high-quality financial planning environment.
Paraplanner -Progression to Financial Adviser -London / Hybrid - to £80,000 + Bonus + Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner -Progression to Financial Adviser -London / Hybrid - to £80,000 + Bonus + Benefits
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like detailed financial plans or cashflow models, to demonstrate your technical expertise during interviews. This will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner -Progression to Financial Adviser -London / Hybrid - to £80,000 + Bonus + Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight your technical expertise in financial planning and any relevant qualifications, like working towards Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning and how you see yourself progressing into an adviser role. Share specific examples of your experience that demonstrate your ability to build meaningful client relationships.
Showcase Your Technical Skills: Since this role involves complex financial planning, be sure to mention your experience with cashflow models and suitability reports. We want to see that you’re comfortable with detailed analysis and can communicate your findings clearly.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Planning Stuff
Make sure you brush up on your technical knowledge of financial planning. Be ready to discuss complex topics like cashflow models, pensions, and tax strategies. The more you can demonstrate your understanding, the better you'll connect with the interviewers.
✨Show Your Ambition
This role is all about progression, so don’t shy away from expressing your desire to move into a Financial Adviser position. Share your career goals and how you see yourself growing within the company. It shows you're serious about your future!
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be ready to discuss how you would approach building relationships and providing tailored advice. This will highlight your readiness to step into client-facing responsibilities.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and their team dynamics. This not only shows your interest but also helps you gauge if the company culture aligns with your values and career aspirations.