Financial Divisions
Salary up to £60k + discretionary bonus
London/Hybrid
Are you a Paraplanner who wants greater influence, more responsibility, and a clear path for progression? This could be the opportunity you've been waiting for!
This role offers the chance to have greater influence, increased responsibility, and a clear path for progression within a respected wealth management firm. As a Paraplanner, you will become a trusted technical partner to Financial Planners, playing a key role in delivering outstanding client outcomes and influencing processes.
Key responsibilities include:
– Conducting research and producing high-quality suitability reports
– Driving process improvements
– Supporting client meetings
This position requires:
– Diploma qualification (with a preference for those working towards chartered status)
– Strong technical knowledge in financial planning
– Client facing
– Excellent report writing skills and attention to detail
– A proactive, solutions-focused approach
– Enjoyment in collaborative work and building strong relationships
This opportunity is ideal for a Paraplanner looking to thrive in a supportive, professional environment where expertise is valued, ideas are heard, and career development is genuinely encouraged.
Please email for a confidential conversation to Ursula at Financial Divisions.
To apply for this job please visit www.reed.co.uk.
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