Full job descriptionClear Career Progression & Professional Development


Are you a Diploma-qualified Paraplanner looking for a role where you’ll be more than just a number?


I’m partnering with a highly regarded and growing wealth management firm that is looking to add an ambitious Paraplanner to its supportive and collaborative team.


This is a fantastic opportunity to work closely with a select group of Financial Advisers, supporting a broad client base that includes affluent individuals, business owners, and High Net Worth clients with investable assets in excess of £7 million. You’ll gain exposure to complex financial planning scenarios while developing your technical expertise and long-term career within a firm that truly invests in its people.


Unlike larger organisations where support is often centralised, you’ll work directly alongside advisers, building strong relationships and gaining valuable exposure to the full client journey. This visibility and responsibility will allow you to make a genuine impact while accelerating your professional development.


What You’ll Be Doing
Producing high-quality suitability reports and annual review documentation
Creating cashflow models and technical financial planning analysis
Reviewing risk profiles, investment strategies, and client objectives
Supporting advisers before, during, and after client meetings
Assisting with new business processing and asset transfers
Acting as a technical specialist across a wide range of financial planning areas
Ensuring exceptional client service and regulatory compliance standards


What We’re Looking For
Level 4 Diploma in Financial Planning (or higher)
Previous Paraplanning experience within Wealth Management or Financial Planning
Experience supporting High-Net-Worth (HNW) clients
Strong technical and regulatory knowledge
Excellent report-writing and communication skills
A proactive mindset with exceptional attention to detail


Why Join?
Salary up to £60,000 plus benefits
Hybrid working flexibility
Ongoing support towards Chartered and/or CFP qualifications
Genuine progression opportunities into Advisory, Senior Paraplanning, or Leadership roles
Direct mentoring from experienced Financial Advisers
Collaborative and people-focused culture
Exposure to interesting and complex client cases


If you’re looking for a firm where your expertise is valued, your development is actively supported, and your career ambitions are encouraged, I’d love to speak with you.


Apply now or contact me directly for a confidential conversation.




lauraw at financialdivisions