This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Paraplanner – City – £47k‑£52k + Bonus & Study Support
Financial Divisions · London
Job description
About the role
We are seeking a Level 4 qualified Paraplanner to join a leading Chartered Wealth Management firm in the City of London. This is a career‑focused position offering a clear route to becoming an Adviser, with full training, study support and a competitive bonus.
Key responsibilities
- Provide end‑to‑end paraplanning support to high‑billing Advisers.
- Attend client meetings and present cashflow modelling results.
- Participate in product research and recommendation meetings.
- Collaborate with a senior Paraplanning Manager for technical guidance.
Required profile
- Level 4 diploma qualification in paraplanning or related field.
- Minimum 2 years of practical paraplanning experience.
- Basic exposure to cashflow modelling (training provided if needed).
- Career‑driven mindset, seeking long‑term progression.
Required skills
- Cashflow modelling (Voyant or similar tools).
What we offer
- Flexible hybrid working – 2‑3 days remote once settled.
- Full study support for professional qualifications.
- Generous bonus and comprehensive benefits package.
- Team‑building events and social gatherings.
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Financial Divisions
London
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