This job is no longer available
This job expired on 26/09/2026. It no longer accepts applications.
Paraplanner – up to £60k + bonus – London/Hybrid
Financial Divisions · London
Job description
About the role
Join a respected wealth management firm as a Paraplanner and enjoy greater influence, increased responsibility, and a clear progression path. You will act as a trusted technical partner to Financial Planners, helping deliver outstanding client outcomes and shaping internal processes.
Key responsibilities
- Conduct research and produce high‑quality suitability reports.
- Drive process improvements across the planning function.
- Support client meetings and liaise with planners.
Required profile
- Diploma qualification (preferably working towards chartered status).
- Strong technical knowledge of financial planning.
- Client‑facing attitude with excellent report writing and attention to detail.
- Proactive, solutions‑focused approach and enjoyment of collaborative work.
Required skills
- Financial planning
- Report writing
What we offer
- Salary up to £60,000 per year plus discretionary bonus.
- Hybrid working model (London office and remote).
- Supportive professional environment where ideas are heard.
- Clear career development and progression opportunities.
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Financial Divisions
London
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