Paraplanner, London, Hybrid, up to £48,000-£50,000, Full Study Support, Exceptional Benefits Package - Financial Divisions : Job Details

Supporting a Junior Adviser within a High Net Worth Client-Facing Team

This is a fantastic opportunity to join an award-winning independent wealth management firm in London. Due to a strong flow of referrals and new business, the firm is expanding and seeking an additional Paraplanner to support a recently appointed Junior Adviser within a dynamic, client-facing team.

This role offers an ideal environment to further develop your technical paraplanning expertise, with structured mentorship from a technically strong Adviser who has recently transitioned into an advisory role.

Key Highlights of the Role:

• Genuine progression: Exposure to complex technical work for HNW clients, with a clear route to career advancement.
• Client interaction: Join client and introducer meetings and engage with a diverse and fascinating client base.
• Support towards Chartered: Full study support and mentoring provided to help you achieve Chartered status.
• Work-life balance: Join a collaborative "pod" structure with an Adviser who values flexibility and wellbeing.
• Comprehensive paraplanning: Involved in everything from detailed report writing and analysis to cashflow modelling and tailored financial recommendations.
• Relationship building: Showcase your confidence and communication skills by developing strong working relationships with the Adviser and their clients.
• Requirements: Ideally, you’ll be Diploma (CII Level 4) qualified with at least 18 months’ paraplanning experience, though newly qualified individuals will also be considered.
• Supportive culture: The firm places strong emphasis on employee wellbeing and personal growth, providing a vibrant social environment and beautiful working conditions.

To apply, please send your CV to Samantha at Financial Divisions.