Paraplanner
4 weeks ago
Paraplanner – Leading Independent Wealth Management Firm (London)£45,000–£55,000 + Full Study Support + Clear Progression Path I’m supporting a highly regarded, award-winning wealth management firm in London as they continue to expand their technical planning team. This is a standout opportunity for an experienced Paraplanner who wants to be part of a stable, forward-thinking business with an exceptional reputation for client care and professional development. The Opportunity You’ll join a well-structured advice and planning function where the quality of work genuinely matters. This firm offers a collaborative environment, strong ethical foundations, and a leadership team that invests heavily in training, progression and long-term career growth. As a Paraplanner , you will work closely with several high-performing Advisers, providing high-quality technical support across the full financial planning spectrum. You’ll gain exposure to complex cases, HNW/UHNW clients, and sophisticated planning scenarios — ideal if you’re looking to sharpen your technical capability. Key Responsibilities • Full technical support to Advisers across pensions, investments, IHT, later-life and holistic planning • Writing suitability reports to a high technical standard • Conducting research, due diligence and cashflow modelling • Preparing recommendations and supporting client meetings • Maintaining compliant client files and ensuring efficient case progression What They’re Looking For • Minimum 2–3 years’ experience in a Paraplanner role • Strong technical knowledge and high attention to detail • Ideally Diploma-qualified (or close) – Chartered progression fully supported • Confident communicator with a proactive, solutions-focused approach • Someone who enjoys being part of a professional, high-performing team Why Apply? ✅ Market-leading salary and benefits ✅ Generous study support (Diploma, Chartered, advanced exams) ✅ Exposure to complex and interesting client work ✅ A business that values its people — low turnover, strong internal progression ✅ Beautiful London offices and flexible working options If you’re an ambitious Paraplanner looking for a role where your development is genuinely prioritised — and where you can build a long-term career within a respected and growing firm — I’d love to speak with you. Send a message or email me confidentially to learn more to lauram@financialdivisions.co.uk
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Paraplanner
2 weeks ago
London, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, London (Square Mile) - **Salary**: £40,000 - £50,000, plus c.£10,000 bonus + pension - **Working Dynamics**: 100% office based role (close to Bank station) - **Requirements**: At least 1 years paraplanning experience - **Role Snapshot**: Discuss client requirements with the Adviser, pre-advice research analysis,...
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Paraplanner
4 weeks ago
London, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timeOur client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...
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Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timembf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. This will be based from the businesses London office and will offer hybrid working with up to 3 days at home each week. Our client is a boutique, HNW advisory practice run by two...
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Paraplanner
4 weeks ago
London, United Kingdom Candidate Source Careers Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
4 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...
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Paraplanner
4 weeks ago
London, United Kingdom Candidate Source Ltd Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
4 weeks ago
London, United Kingdom Premier Jobs UK Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: * Supporting the team of Financial Advisors by providing...
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Paraplanner
1 week ago
London, United Kingdom Ortus PSR Full timeA highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your...
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Paraplanner
7 days ago
London, United Kingdom Premier Jobs UK Limited Full timeAre you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing...
