Paraplanner, £45K - £50K Base + bonus, benefits, London (Hybrid)

Paraplanner - Award-Winning Wealth Management Firm, Full Study Support £45K - £50K Base + bonus, benefits & funded exams London (Hybrid)

Our client is a well-established, growing wealth management firm with an outstanding reputation for looking after private clients, professionals, and business owners. Due to a busy and expanding advice team, they are looking for a capable Paraplanner who wants to build a long-term career in a firm that genuinely invests in its people.

If you're a Paraplanner who's technically solid, takes pride in the quality of your reports, and wants a firm that will fund your exams and develop you towards senior paraplanning or Chartered status, this is a role worth a conversation.

Plenty of firms talk about development - this one delivers it. Every exam is funded, study leave is generous, and there's a clear internal framework for progression to Senior Paraplanner. The team is friendly, collaborative, and turnover is genuinely low, which tells you everything about the culture.

You'll join a close-knit paraplanning team supporting a group of experienced Advisers. You'll take ownership of cases from research through to report, with real variety across pensions, investments, protection, and IHT planning. You won't be a report-writing machine churning out templates - the Advisers here want your input, and the good ideas get heard.

The Role

• Producing clear, compliant suitability reports across a broad range of advice areas
• Technical research and product analysis using industry-leading tools
• Cashflow modelling to support long-term client planning
• Preparing meeting packs and supporting Advisers ahead of client reviews
• Liaising with providers and working alongside Administrators to keep cases moving
• Contributing to the ongoing improvement of templates and processes

What They're Looking For

• Paraplanning experience within an IFA or wealth management environment
• Working towards or holding the Level 4 Diploma in Financial Planning (full support provided to complete it)
• Solid technical knowledge across pensions and investments
• Strong written communication - you take pride in a well-crafted report
• Organised, accurate, and comfortable managing your own caseload
• A team player who enjoys being part of a supportive office

What's On Offer

• £45K - £50K base plus discretionary bonus
• Fully funded exams, study leave, and a structured progression path
• Hybrid working with a modern, central London office
• Pension, private medical, and a strong wider benefits package
• A stable firm with low turnover and a genuinely supportive culture

If this role is of interest, please send your CV to Joanna at Financial Divisions.