Paraplanner (Diploma Qualified) Route to Adviser Harrow, London £40,000 - £45,000 (DOE)

Harrow, London

Salary: £40,000 - £45,000 (DOE) + Benefits

The Role

A well-established and growing wealth management firm based in Harrow is seeking a Diploma-qualified Paraplanner to join its collaborative and client-focused team. This is an excellent opportunity for an experienced paraplanner looking to play a key role in supporting Financial Planners and delivering high-quality financial advice.

Key Responsibilities

• Prepare detailed suitability reports across pensions, investments, protection, and retirement planning
• Conduct technical research and analysis to support financial planning recommendations
• Liaise closely with Financial Advisers to develop tailored client strategies
• Ensure all advice complies with FCA regulatory standards and internal compliance procedures
• Analyse client portfolios and provide recommendations for improvements or rebalancing
• Maintain accurate and compliant client records
• Assist in complex cases including drawdown, IHT planning, and pension transfers
• Keep up to date with industry developments, legislation, and tax rules

Requirements

• Level 4 Diploma in Financial Planning (e.g. CII or equivalent) - essential
• Minimum 2-3 years' paraplanning experience within a wealth management or IFA environment
• Strong technical knowledge across pensions, investments, and tax planning
• Experience using financial planning tools (e.g. Cashflow modelling software)
• Excellent report writing and analytical skills
• High attention to detail and strong organisational ability
• Ability to work independently and as part of a team

Desirable

• Progression towards Chartered status
• Experience with platforms such as Wrap systems (e.g. Transact, Aviva, Quilter)
• Knowledge of ESG/sustainable investment solutions

Benefits

• Competitive salary up to £45,000
• Bonus scheme
• Hybrid working (after probation)
• Pension contribution
• Study support towards Chartered status
• 25 days holiday + bank holidays
• Supportive, team-oriented culture
• If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.

Contact Sam at Financial Divisions.