Paraplanner - London- Up to £60,000 + Excellent Benefits

Clear Career Progression & Professional Development

Are you a Diploma-qualified Paraplanner looking for a role where you'll be more than just a number?

I'm partnering with a highly regarded and growing wealth management firm that is looking to add an ambitious Paraplanner to its supportive and collaborative team.

This is a fantastic opportunity to work closely with a select group of Financial Advisers, supporting a broad client base that includes affluent individuals, business owners, and High Net Worth clients with investable assets in excess of £7 million. You'll gain exposure to complex financial planning scenarios while developing your technical expertise and long-term career within a firm that truly invests in its people.

Unlike larger organisations where support is often centralised, you'll work directly alongside advisers, building strong relationships and gaining valuable exposure to the full client journey. This visibility and responsibility will allow you to make a genuine impact while accelerating your professional development.

What You'll Be Doing

Producing high-quality suitability reports and annual review documentation

Creating cashflow models and technical financial planning analysis

Reviewing risk profiles, investment strategies, and client objectives

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