Paraplanner, Salary up to £60k + discretionary bonus, London/Hybrid

Salary up to £60k + discretionary bonus

London/Hybrid

Are you a Paraplanner who wants greater influence, more responsibility, and a clear path for progression? This could be the opportunity you've been waiting for!

This role offers the chance to have greater influence, increased responsibility, and a clear path for progression within a respected wealth management firm. As a Paraplanner, you will become a trusted technical partner to Financial Planners, playing a key role in delivering outstanding client outcomes and influencing processes.

Key responsibilities include:

- Conducting research and producing high-quality suitability reports

- Driving process improvements

- Supporting client meetings

This position requires:

- Diploma qualification (with a preference for those working towards chartered status)

- Strong technical knowledge in financial planning

- Client facing

- Excellent report writing skills and attention to detail

- A proactive, solutions-focused approach

- Enjoyment in collaborative work and building strong relationships

This opportunity is ideal for a Paraplanner looking to thrive in a supportive, professional environment where expertise is valued, ideas are heard, and career development is genuinely encouraged.

Please email for a confidential conversation to Ursula at Financial Divisions.