Paraplanner

Financial Divisions; City Of London; Hybrid; GBP 40,000 - 47,000; Full time

Job summary

A leading Chartered Wealth Management firm in the City of London is seeking a Paraplanner to support high billing advisers. The role offers a competitive salary up to £47k, WFH options after onboarding, and full study support for Chartered status. Ideal for candidates with strong technical knowledge looking to grow in a reputable firm.

Benefits

Discretionary Bonus

Full Study Support to Chartered Status

Excellent Benefits Package

Qualifications

• Good technical knowledge is essential.

Responsibilities

• Support two established advisers with client banks generating £400k and £500k.
• Responsibilities include report writing and cashflow modelling.

Skills

Technical Knowledge

Job description

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Direct message the job poster from Financial Divisions

Partner at Financial Divisions - [e-mail] - Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)

Paraplanner Vacancy - Support 2 high billing advisers

Chartered Wealth Management Firm

City of London offices - 2 days WFH after onboarding and training

Basic salary Up to £47k + discretionary bonus and benefits

Full study support to Chartered status

Working with HNW & UHNW clients

My client is a large Chartered independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections across the UK. The company employs around 1000 staff serving retirees, City professionals, families, and SME owners with assets from £1m to several millions. Top Advisers manage over £100m of assets each within a pod structure. The business is ambitious to expand and grow, making it an excellent career move for entrepreneurial and forward-thinking professionals.

The Managing Director seeks a Paraplanner reporting to a dedicated Head of Paraplanning, supporting two established advisers with client banks generating £400k and £500k in ongoing advice fees respectively. Responsibilities include report writing, cashflow modelling, and assisting with annual reviews. The role offers security, a rewarding environment, an excellent benefits package, and a bonus structure. Salary ranges from £40k to £45k, up to £47k for an outstanding candidate. No diploma qualification required, but good technical knowledge is essential. Initially office-based, with WFH options after establishment.

For more details, contact Peter Fozard at Financial Divisions - [e-mail]

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

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London, England, United Kingdom 2 weeks ago