Paraplanner to Financial Adviser – Central London – £55K‑£60K + benefits

About the role

Our client, a prestigious wealth‑management firm, is seeking an experienced Paraplanner to support high‑net‑worth clients in Central London. You will work closely with a senior Adviser, contributing to client recommendations while gaining the training needed to progress to an advisory position.

Key responsibilities

• Write clear, compliant suitability reports and technical recommendations.
• Conduct detailed research across pensions, investments, protection, and tax planning.
• Produce cash‑flow modelling and long‑term financial planning analysis.
• Support Advisers in building tailored financial plans and handling complex cases.
• Engage directly with clients during meetings and maintain a seamless client experience.

Required profile

• Previous experience as a Paraplanner within wealth management.
• Level 4 Diploma in Financial Planning (mandatory).
• Strong technical knowledge of core advice areas and compliance requirements.
• Organised, detail‑focused and passionate about supporting clients and families.
• Progress towards Chartered status is a plus but not essential.

Required skills

• Cashflow modelling
• Report writing

What we offer

• Structured training programme with a clear route to Adviser.
• Opportunity to work alongside an experienced Adviser.
• Stable, well‑regarded firm with low staff turnover.
• Competitive salary £55k‑£60k per year plus bonus and benefits.