Junior Paraplanner

JR United Kingdom; Slough; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading wealth advisory fintech firm is seeking a Junior Paraplanner to join their innovative team. The position offers an exciting opportunity to engage in hands-on client work and support financial planning efforts. Ideal candidates will have 1-3 years in a relevant role and strong analytical skills, with support for professional development as they progress towards a client-facing advisory position.

Benefits

Full study support and mentoring

Flexible hybrid working environment

Clear pathway for career progression

Qualifications

• 1–3 years’ experience in financial planning or paraplanning.
• Progress toward CII Diploma in Regulated Financial Planning (DipPFS).
• Tech-curious and open to using advanced tools.

Responsibilities

• Prepare high-quality research and client-ready reports.
• Assist in financial plan construction and risk assessments.
• Support financial advice team with portfolio analysis.

Skills

Communication

Analytical mindset

Proactive attitude

Education

Degree in finance, economics, mathematics, or related field

Job description

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Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space.

This London-based company has already established itself as a market leader—blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation.

The Role:

As a Junior Paraplanner, you will:

• Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports.
• Gain hands-on exposure to real client work far earlier than in a traditional firm.
• Assist in financial plan construction, asset reviews, risk assessments, and technical documentation.
• Work closely with advisers, analysts, and product developers to understand the full client journey.
• Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy.

What We’re Looking For:

• A strong academic background (ideally in finance, economics, mathematics, or a related field).
• 1–3 years’ experience in financial planning, paraplanning, or a similar advisory support role.
• Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) – or intention to achieve it.
• Excellent communication skills – both written and verbal.
• A proactive, analytical mindset and the ability to work in a fast-paced, agile environment.
• Tech-curious and open to using advanced tools to improve client outcomes.

What’s on Offer:

• Salary of £35,000 – £45,000, depending on experience.A highly flexible hybrid working environment designed to support your wellbeing and productivity.
• Full study support and mentoring to help you achieve professional qualifications.
• A clear, supported pathway to progress into a client-facing financial advisory role.
• The chance to be part of a mission-led, collaborative, and fast-growing firm that’s redefining the financial advice industry.

If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.