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Join a HNW Client-Facing TeamPlus: Full Study Support to Chartered + Exceptional Benefits & Work Culture
Are you a Paraplanner ready to take the next step in your career? Join one of London’s most respected independent wealth management firms, where award-winning service and a constant stream of high-net-worth referrals have created an exciting opening in their vibrant Advice team.
This is more than just a job—it’s an opportunity to truly grow as a Paraplanner, surrounded by a technically strong team that offers mentorship, support, and a genuinely collaborative atmosphere. With beautiful working conditions, a buzzing social culture, and a strong emphasis on work/life balance, you'll feel motivated and valued from day one.
Why This Paraplanner Role Stands Out:
- Step up your technical game with exposure to complex, high-value cases and regular client meetings.
- Be mentored and fully funded to achieve Chartered Paraplanner status.
- Work as part of a sociable and supportive Pod, where team spirit and wellbeing go hand in hand.
- Deliver full end-to-end Paraplanning support—from research, cash flow modelling, and analysis, to writing detailed, personalised reports.
- Build strong relationships with Advisers and clients, truly becoming a trusted partner in their financial journey.
This role is ideal for a Diploma-qualified Paraplanner with at least 18 months’ dedicated experience, who is confident, motivated, and ready to thrive in a client-focused, high-performance environment.
If you're passionate about financial planning and ready to build a future you’re proud of, please contact Laura at Financial Divisions
