Are you an experienced Paraplanner ready to take on more complex, high-value work – but without losing your work-life balance?
This leading, forward-thinking wealth management firm is looking for a Chartered Paraplanner to join its established London team, supporting senior advisers who work with HNW and UHNW clients across a broad range of planning areas.
As a Paraplanner, you’ll work closely with Partners on technically challenging cases covering pensions, investments, and estate planning. You’ll take ownership of complex research and analysis, produce high-quality suitability reports, and contribute to the development of the client proposition.
This role would suit a Paraplanner who thrives on technical depth and enjoys working autonomously while still being part of a close, collaborative team. You’ll have exposure to sophisticated planning cases, access to modern tools and systems (Voyant, Intelligent Office, FE Analytics), and genuine flexibility to balance your professional and personal life.
What’s on offer:
- Competitive salary up to £60,000 (DOE) + discretionary bonus
- Hybrid working model (2-3 days in the office)
- Chartered-level mentorship and ongoing professional development
- Exposure to HNW/UHNW clients and advanced planning work
- Supportive, people-first culture with strong emphasis on quality over volume
If you’re a Paraplanner who’s ready for a new challenge in a respected, growing firm – apply now or reach out in confidence for more details to Laura at Financial Divisions
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