Paraplanner - Wealth Management, Hybrid, London, Up to £50,000 bonus

Financial Divisions; London; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading wealth management firm in London is seeking a skilled Paraplanner to join their team. In this role, you will provide research and technical support to Financial Planners and help draft advice reports for high-net-worth clients. The ideal candidate will have a Diploma (Level 4) and proven experience in paraplanning, along with strong knowledge of Voyant. This position includes a salary up to £50,000 and a hybrid working model.

Benefits

Bonus up to £50,000

Hybrid working model

Continuing professional development

Qualifications

• At least 3 years of financial services experience.
• Ability to draft compliant advice reports.
• Experience attending client meetings and capturing notes.

Responsibilities

• Provide research and technical support to Financial Planners.
• Draft compliant advice reports and prepare recommendations.
• Build and present cash flow models using Voyant.

Skills

Proven paraplanning background with HNW clients

Strong knowledge of Voyant

Organised and proactive

Excellent communication

Education

Diploma (Level 4) qualified

Tools

Voyant

CRM systems

MS Office

Job description

Overview

Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you\'ll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base.

Role

• Provide research and technical support to Financial Planners
• Draft compliant advice reports and prepare recommendations
• Attend client meetings, capturing detailed and accurate notes
• Build and present cash flow models using Voyant
• Carry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunities
• Collaborate with advisers in case reviews and annual planning sessions
• Mentor junior team members and support wider team development
• Liaise with clients and providers to ensure smooth case progression

About You

• Diploma (Level 4) qualified, with at least 3 years\' financial services experience
• Proven paraplanning background with HNW clients
• Strong knowledge of Voyant, CRM systems and MS Office
• Organised, proactive, and able to work to deadlines
• Professional, empathetic, and discreet in client dealings

What\'s on Offer

• Salary up to £50,000 bonus
• Hybrid working model (office and home)
• Collaborative, supportive team environment with ongoing development

If you\'re looking to take the next step in your paraplanning career, this is an excellent opportunity to join a high-performing team that genuinely values its people.

Please contact Joanna at Financial Divisions.