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Are you a Paraplanner looking for more purpose in your work? Do you want to be part of a financial planning firm where people and community come first — not just profits?
This is your chance to join a boutique wealth management practice that’s quietly doing things differently. With a human-first approach to financial advice, this firm supports a diverse range of clients — often going above and beyond to provide accessible, empathetic financial planning services.
Led by an inspiring adviser who has built the business around inclusion, creativity, and social impact, this is a place where your work truly means something. Whether it’s helping families new to the UK or engaging with community arts, everything here is grounded in values, not just bottom lines.
�? What You’ll Be Doing
- Writing templated suitability reports (training provided if needed)
- Attending client meetings (most happen in the office)
- Supporting two collaborative and highly ethical advisers
- Researching products and assisting with fund switches
- Optional involvement in annual review work as your confidence grows
- Enjoying a relaxed and friendly working environment
?? Why This Role Stands Out
- ?? Purpose-led - Some clients are advised pro bono to support underserved communities
- ????? Inclusive leadership - Female-led and proudly challenging industry norms
- �? Creative energy - The founder is active in community arts and culture
- �? Weekly team meals - Regular in-office lunches catered for the team
- ?? Clear progression - Salary reviews post-probation and as responsibilities grow
- ?? Career development - Full support with exams and further qualifications
? What We’re Looking For
- Minimum 18 months’ paraplanning experience (templated report writing is fine)
- Ideally RO1-qualified (but experience and attitude are more important)
- Willing to work full-time in the office (free parking available)
- A positive, humble team player who’s passionate about making a difference
�? Bonus Points If You…We especially value candidates with life experience and emotional intelligence. If you’ve ever:
- Volunteered, supported a charity, or given time to a cause
- Been involved in music, performance, or creative groups
- Provided care to a loved one or supported your community in a meaningful way…we’d love to hear about it.
This is an exclusive opportunity with a longstanding client who hires thoughtfully and quickly — we’ve placed multiple professionals into this close-knit team over the years, and they thrive here.
?? Ready to find a role where your values matter as much as your skills?Send your CV to Laura at Financial Divisions to learn more.
