At a Glance
- Tasks: Prepare and present cashflow modelling, support Financial Advisers, and conduct detailed product research.
- Company: A growing financial planning business in the City of London with a positive culture.
- Benefits: Competitive salary, bonus scheme, hybrid working, and clear progression pathway.
- Other info: Collaborative pod structure with strong support for career development.
- Why this job: Gain client exposure and transition into a Financial Adviser role within three years.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3 years’ paraplanning experience.
The predicted salary is between 50000 - 60000 £ per year.
A highly regarded and growing financial planning business based in the City of London is seeking a Technical Paraplanner. The firm operates a collaborative pod structure, with each team consisting of two Financial Advisers supported by a team of 6–7 technical and administrative staff. The London office is located in modern, high-quality premises near Bank.
This is a highly technical Paraplanning position with a strong client‑facing element, offering direct exposure to clients and advisers within a structured pod environment. You will work closely with experienced Financial Advisers, supporting the delivery of holistic financial planning advice to a well‑established client base, ranging from £500k–£1m in assets under management, with some ultra‑high‑net‑worth clients holding £10m–£20m+.
Responsibilities:
- Preparing and presenting cashflow modelling directly to clients
- Supporting Financial Advisers within a structured pod environment
- Providing technical paraplanning support across pensions, investments, tax and retirement planning
- Preparing suitability reports and financial planning recommendations
- Attending client meetings alongside advisers and contributing to discussions
- Conducting detailed product and fund research to support recommendations
- Liaising with providers and internal teams to ensure smooth case progression
- Supporting the delivery of high‑quality financial planning outcomes for HNW and UHNW clients
- Assisting with ongoing client servicing and annual reviews
- Working towards progression into a Financial Adviser role within approximately 3 years
Requirements:
- Level 4 Diploma in Regulated Financial Planning (essential)
- Minimum 3 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
- Strong technical knowledge across pensions, investments and financial planning
- Experience in client‑facing or meeting attendance roles
- Confidence in presenting or working with cashflow modelling (or willingness to develop this)
- Strong communication and interpersonal skills
- High attention to detail and excellent organisational ability
- Ambition to progress into a Financial Adviser role
- Ability to work effectively within a team‑based, collaborative structure
What's on Offer:
- Salary £50,000 – £60,000 depending on experience
- Bonus scheme
- Hybrid working (3 days office / 2 days home)
- Modern offices near Bank in the City of London
- Clear and structured progression route into a Financial Adviser role (circa 3 years)
- Exposure to high‑net‑worth and ultra‑high‑net‑worth clients
- Strong collaborative pod structure (2 advisers + dedicated support teams)
- Positive, supportive and people‑focused culture
- Established and growing business with long‑term stability
- Opportunity to join a firm that genuinely invests in career development
Interview Process:
- Initial Teams interview
- Face‑to‑face interview
- Case study assessment
- Final Teams meeting (if required)
Why This Opportunity Stands Out:
This is an excellent opportunity for an ambitious Paraplanner who is looking for more than a back‑office technical role. With genuine client exposure, cashflow presentation responsibilities and a clearly defined pathway into financial advice, this role offers a structured and supported transition into becoming a Financial Adviser within a high‑quality, growing business.
Technical Paraplanner - Client-Facing Role with Adviser, Progression Pathway, City of London employer: Financial Divisions
Join a highly regarded financial planning business in the City of London, where you will thrive in a positive and supportive culture that prioritises employee development. With a clear progression pathway into a Financial Adviser role, hybrid working options, and exposure to high-net-worth clients, this is an exceptional opportunity for ambitious professionals seeking meaningful career growth in a collaborative pod structure.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner - Client-Facing Role with Adviser, Progression Pathway, City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Paraplanner - Client-Facing Role with Adviser, Progression Pathway, City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
