Paraplanner

Financial Divisions; City Of London; On-site; GBP 45,000 - 48,000; Full time

Benefits offered by this job

Full study support to Chartered status

25 days holiday plus study leave

Financial support for qualifications

Job summary

A Chartered Wealth Management Firm in the City of London is seeking a Paraplanner. This role offers a basic salary of up to £45,000 with discretionary bonuses and full study support towards Chartered status. Candidates should have a Level 4 Diploma in paraplanning and ideally 2+ years of experience. The position involves working with a high billing adviser on financial reporting and enhancements in client service. A secure and rewarding career awaits with opportunities for home working after initial training.

Qualifications

• Must hold a Level 4 Diploma in paraplanning.
• Ideally have over 2 years of paraplanning experience.
• Strong skills in report writing and cashflow modelling.

Responsibilities

• Assist with creating comprehensive financial reports.
• Work closely with a high billing adviser managing £150m AUM.
• Contribute to annual reviews and financial planning.

Skills

Level 4 Diploma in paraplanning

2+ years of paraplanning experience

Report writing skills

Cashflow modelling

Job description

Paraplanner Vacancy - City of London offices

Chartered Wealth Management Firm

Salary: £45k basic salary + discretionary bonuses

Benefits: Full study support to Chartered status, 25 days holiday plus study leave and financial support.

My client is a Chartered independent financial advice business that has built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, mainly London and Southeast. The business has 100+ staff who work with retirees, City professionals, families and SME owners with varying levels of assets ranging from £500k to multiple millions. The top Advisers manage close to £100m of assets. With very ambitious plans to expand and grow, this is the right career move for those seeking an entrepreneurial and forward‑thinking business.

Responsibilities & Qualifications

• Level 4 Diploma in paraplanning.
• Ideally 2+ years of paraplanning experience.
• Strong end‑to‑end report writing skills, cashflow modelling work and assistance with annual reviews.
• Work in a pod with a high billing adviser who manages £150m AUM.

A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on experience levels, possibly up to £48k for an outstanding candidate. The role is office‑based initially, with the option to work from home 2 days per week once established. A full study support package is available toward your Chartered status.

Contact

Contact Peter Fozard at Financial Divisions.

Job Details

• Seniority level: Associate
• Employment type: Full‑time
• Job function: Finance