Paraplanner

Financial Divisions; Greater London; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Development through exams and training

Participation in industry events

Job summary

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding. The ideal candidate will have strong communication skills and experience in a similar role. The firm offers continuous development opportunities through training and industry events.

Qualifications

• Experience as a Paraplanner or similar in financial services.
• Strong communication skills for client interactions.
• Excellent organisation and attention to detail.

Responsibilities

• Support advisers with wealth planning analysis.
• Prepare suitability reports and cashflow modelling.
• Guide clients through onboarding processes.

Skills

Communication skills

Organisational skills

Proactive mindset

Tools

Microsoft Office

Collaboration tools

Job description

We’re looking for an organised, proactive and client‑focused Paraplanner to join our growing Wealth Management team. If you thrive in a dynamic environment, enjoy solving complex financial challenges, and want to play a key role in delivering exceptional client outcomes, this could be the perfect next step.

What you’ll be doing

• Supporting advisers with high‑quality wealth planning analysis and research
• Preparing suitability reports, cashflow modelling and annual reviews
• Guiding clients through onboarding and providing clear, confident communication throughout
• Collaborating with wider team and custodians to ensure smooth asset transfers
• Contributing to process improvements and wider business projects

What we’re looking for

• Experience as a Paraplanner or similar role within financial services
• Strong communication skills and confidence dealing with clients and senior stakeholders
• Excellent organisation, attention to detail and ability to prioritise
• Proactive mindset with a collaborative approach
• Comfortable using Microsoft Office and modern collaboration tools

You’ll be part of a supportive, ambitious team where your expertise genuinely shapes client outcomes. We invest in your development through exams, training, and industry events — and we value people who bring ideas, initiative and a passion for high‑quality advice.

Please email your CV to [e-mail]