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- Tasks: Collaborate with a top Director on high-value client cases and deliver impactful wealth planning.
- Company: Prestigious Wealth & Investment Management firm in London with a focus on client service.
- Benefits: Generous salary, bonuses, hybrid work, and support for professional development.
- Why this job: Accelerate your career with direct mentorship and clear pathways to becoming an Adviser.
- Qualifications: 3+ years as a Paraplanner with strong client-facing experience and technical knowledge.
- Other info: Join a collaborative culture with excellent career growth opportunities.
The predicted salary is between 42000 - 84000 £ per year.
Step into a role that genuinely accelerates your career. We are partnering with a highly respected, long-established Wealth & Investment Management firm in London - managing billions in assets and known for exceptional client service and internal progression. You will work directly with a top-billing Director/Adviser, gaining exposure to sophisticated client work and high-value planning cases. This is a firm that grows organically, invests heavily in its people, and has a proven track record of developing Paraplanners into successful Advisers. If you are an accomplished Paraplanner with strong client-facing experience and the ambition to take your career to the next level, this is the opportunity you have been waiting for.
What you will be doing:
- Partnering closely with a leading Director/Adviser on complex, high-value client cases
- Producing high-quality research, analysis and suitability reports
- Delivering cashflow modelling and supporting holistic wealth planning
- Playing an active role in client meetings and ongoing relationship management
- Ensuring seamless onboarding and confident, clear communication throughout
- Working with custodians and internal teams to manage smooth asset transfers
- Contributing to process improvements and wider business initiatives
What we are looking for:
- 3+ years' experience as a Paraplanner in a client-facing capacity
- Strong technical knowledge and confidence handling complex planning scenarios
- Excellent communication skills with the ability to engage senior stakeholders
- High attention to detail, strong organisation and a proactive mindset
- Comfortable using Microsoft Office and modern collaboration tools
- Ambition to progress - with a clear path available toward an Adviser role
Why this role stands out:
- Work directly with a top-performing Director/Adviser
- Join a prestigious, well-established firm with billions under management
- Genuine career progression - including Adviser pathways
- Support for exams, training and professional development
- Hybrid working, excellent benefits and a collaborative, high-performing culture
Paraplanner / Wealth Planning Associate -London / Hybrid -£60k + generous bonus + excellent benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Wealth Planning Associate -London / Hybrid -£60k + generous bonus + excellent benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for new opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, recent achievements, and how they manage their assets. This will help you tailor your responses and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! Since this role involves client-facing interactions, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or mentors to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can give you an edge. Plus, it shows you’re serious about taking your career to the next level with us.
We think you need these skills to ace Paraplanner / Wealth Planning Associate -London / Hybrid -£60k + generous bonus + excellent benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Paraplanner. Highlight your client-facing experience and any relevant technical knowledge. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how your experience makes you a perfect fit for our team. Keep it engaging and personal.
Showcase Your Ambition: We love candidates who are eager to progress! In your application, mention your career goals and how you see yourself growing within our firm. Let us know you're ready to take that next step!
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 receive your details and get the ball rolling on your journey with us!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth planning and investment management. Be ready to discuss complex planning scenarios and demonstrate your understanding of cashflow modelling and suitability reports.
✨Showcase Your Client-Facing Skills
Since this role involves a lot of client interaction, prepare examples that highlight your experience in managing client relationships. Think about times when you successfully communicated complex information to clients or resolved issues effectively.
✨Be Proactive and Organised
Demonstrate your proactive mindset by discussing how you've contributed to process improvements in previous roles. Bring up specific instances where your attention to detail and organisation made a difference in client outcomes or team efficiency.
✨Express Your Ambition
This firm values growth and progression, so be sure to articulate your career aspirations clearly. Talk about your desire to evolve into an Adviser role and how you plan to leverage the opportunities available within the company to achieve that.