Paraplanner, £45K – £50K Base + bonus, benefits, London (Hybrid)

Paraplanner — Award-Winning Wealth Management Firm, Full Study Support £45K – £50K Base + bonus, benefits & funded exams | London (Hybrid) Our client is a well-established, growing wealth management firm with an outstanding reputation for looking after private clients, professionals, and business owners. Due to a busy and expanding advice team, they are looking for a capable Paraplanner who wants to build a long-term career in a firm that genuinely invests in its people. If you're a Paraplanner who's technically solid, takes pride in the quality of your reports, and wants a firm that will fund your exams and develop you towards senior paraplanning or Chartered status, this is a role worth a conversation. Plenty of firms talk about development — this one delivers it. Every exam is funded, study leave is generous, and there's a clear internal framework for progression to Senior Paraplanner. The team is friendly, collaborative, and turnover is genuinely low, which tells you everything about the culture. You'll join a close-knit paraplanning team supporting a group of experienced Advisers. You'll take ownership of cases from research through to report, with real variety across pensions, investments, protection, and IHT planning. You won't be a report-writing machine churning out templates — the Advisers here want your input, and the good ideas get heard. The Role • Producing clear, compliant suitability reports across a broad range of advice areas • Technical research and product analysis using industry-leading tools • Cashflow modelling to support long-term client planning • Preparing meeting packs and supporting Advisers ahead of client reviews • Liaising with providers and working alongside Administrators to keep cases moving • Contributing to the ongoing improvement of templates and processes What They're Looking For • Paraplanning experience within an IFA or wealth management environment • Working towards or holding the Level 4 Diploma in Financial Planning (full support provided to complete it) • Solid technical knowledge across pensions and investments • Strong written communication — you take pride in a well-crafted report • Organised, accurate, and comfortable managing your own caseload • A team player who enjoys being part of a supportive office What's On Offer • £45K – £50K base plus discretionary bonus • Fully funded exams, study leave, and a structured progression path • Hybrid working with a modern, central London office • Pension, private medical, and a strong wider benefits package • A stable firm with low turnover and a genuinely supportive culture If this role is of interest, please send your CV to Joanna at Financial Divisions.