Back to search
Support a Top Chartered Financial Planner
4 Days in Office | Route to Adviser Over Time
We’re recruiting on behalf of one of the highest-performing Chartered Financial Planners in the UK, and a rare opportunity has arisen to join his elite team. Based in a modern, open-plan City office, this is a high-profile role supporting a dynamic and highly successful Adviser with a healthy bank of affluent clients. The current Paraplanner in this position has been promoted to an Advisor’s role and we’re now seeking a technically strong professional who can step in with confidence and make a real impact from day one.
Why this role stands out:
- Work directly with one of the UK's top Chartered Financial Planners — learn from the best
- Be part of a fast-paced, busy, and ambitious team with a high standard of technical excellence
- Enjoy a modern, City-based office environment with a collaborative and professional culture
- A future route to Adviser is available, typically after 3-4 years
What we’re looking for:
- Diploma Qualified (minimum requirement)
- Experience from a whole-of-market advisory environment (ideal)
- Proven technical capability — able to support and mentor more junior paraplanners
- Some cashflow modelling experience preferred
- Broad technical knowledge across pensions, investments, and protection — with support for any development areas
- Strong organisational skills to thrive in a high-volume, fast-moving role
This role is available immediately and we’re keen to secure a smooth handover from the outgoing Paraplanner. If you’re a confident and knowledgeable Paraplanner looking for a prestigious opportunity to advance your career, this could be the perfect move.
Apply now or send your CV directly to Ryan at Financial Divisions
