Senior Paraplanner – Wealth Management

Financial Divisions; Greater London; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

£45,000 – £55,000 basic salary plus bonus and benefits

Collaborative team environment

Beautiful offices with a pool table and free coffee

Pod-style training and support

Access to clients from day 1!

Job summary

Financial Divisions is seeking a Senior Paraplanner to join their wealth management team in London. This role involves providing comprehensive paraplanning support across pensions, investments, and tax planning. With an attractive salary range of £45,000 – £55,000 plus bonuses and benefits, this position offers an excellent opportunity to work within a collaborative team.

The ideal candidate will have strong technical knowledge, particularly in cash flow modelling, and must be adept at preparing reports and recommendations. Gain access to clients from day one in a vibrant office environment.

Qualifications

• Extensive experience in paraplanning with strong technical knowledge.
• Ability to prepare recommendations and reports efficiently.

Responsibilities

• Provide end-to-end paraplanning support to advisers.
• Prepare recommendations and reports related to pensions and investments.
• Support client reviews and ensure new business progresses efficiently.

Skills

Strong technical knowledge across pensions and investments

Deep cash flow modelling understanding

Experience with Voyant

Job description

Senior Paraplanner – Wealth Management - Realistic route to Adviser

Location

London (3 days in the office per week)

Salary

£45,000 – £55,000 + bonus and benefits

About the Company

An established Firm of Wealth Managers, based in the heart of London, is looking for an experienced Paraplanner to join its growing team. The firm has been operating for many years and has a full team of financial advisers, looking after professionals, entrepreneurs and HNW private individuals across London and the UK. Clients typically hold between £300k and £5m+ in investable assets, with several clients above £10m. The business is built on long‑standing client relationships, supported by introductions through its connections with a number of professionals. Following a strong twelve months and a healthy flow of new business, the Director is now adding to the paraplanning team.

Responsibilities

You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT: preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.

Qualifications

• Strong technical knowledge across pensions and investments
• Deep cash flow modelling understanding; experience with Voyant highly advantageous

Benefits

• £45,000 – £55,000 basic salary plus bonus and benefits
• A collaborative team of experienced Paraplanners and advisers
• Beautiful offices with a pool table and free coffee
• Pod‑style training and support
• Access to clients from day 1!