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Join a High-Performing Financial Planning Team
Are you a detail-driven financial professional ready to elevate your career in a collaborative, client-focused environment? A prestigious London-based wealth management firm is seeking a motivated Paraplanner to join their dynamic team on a permanent, full-time basis.
What You'll Be Doing
- Own the end-to-end paraplanning process for a select group of high-net-worth clients
- Prepare compliant advice reports, letters, and tailored recommendations
- Conduct complex financial calculations (IHT, CGT, carry forward, etc.)
- Build and present cash flow models using Voyant
- Attend client meetings alongside advisers and produce detailed meeting notes
- Collaborate with administrators to ensure seamless client service
- Support compliance documentation and maintain high regulatory standards
- Mentor junior team members and contribute to peer reviews
- Stay sharp through CPD and professional development
What We're Looking For
- Minimum Level 4 qualified with at least 3 years in financial services, including 2 years in paraplanning
- Proven experience supporting HNW private clients
- Strong working knowledge of Voyant, Xplan, and Microsoft Office suite
- Exceptional time management and a proactive “can-do” attitude
- Discretion and professionalism, especially when working with vulnerable clients
Why This Role?
This is more than just a paraplanning position—it's a chance to be part of a team that values precision, collaboration, and continuous growth. You'll work closely with top-tier advisers, contribute to meaningful client outcomes, and be supported in your journey toward further qualifications (Chartered) and career advancement. E.g.Route to Adviser in 2-3 years.
Ready to bring your expertise to a team that truly values it? Apply now and take the next step in your financial planning career.
Please send your CV to Ursula at Financial Divisions
