Paraplanner Hybrid

Elevate Your Career in a High-Performing Wealth Management Environment

Are you a detail-driven, solutions-focused Paraplanner who thrives in a fast-paced, client-centric environment? Do you want to work alongside experienced Financial Planners, contribute to high-quality advice, and genuinely influence client outcomes? If so, this role will give you the platform to shine.

You won't be a back-office box-ticker here. You'll be a core part of the advice process
, owning cases from research through to implementation, shaping client recommendations, and helping drive continuous improvement across the team. Attending client meetings and present cashflow modelling.

This is a role for someone who wants impact, autonomy, and progression with a reputable IFA in London.

Supporting the full client lifecycle
, including:

• Producing high-quality, FCA-compliant suitability reports across a wide range of advice areas
• Conducting product and investment research
• Collaborating closely with Financial Planners and administrators to deliver a seamless client experience
• Owning cases from submission through to implementation, proactively resolving issues
• Contributing to process improvements and MI reporting
• Maintaining and enhancing suitability report templates and content
• Becoming a "superuser" of internal systems, helping identify and fix data integrity issues
• Providing technical support and training to colleagues when needed

• Diploma in Regulated Financial Planning (ideally working towards chartered)
• Strong technical knowledge across major financial planning areas
• Exceptional written communication and attention to detail
• Ability to analyse complex information and turn it into clear, client-friendly advice
• Confident, professional manner-comfortable supporting client meetings
• Proactive, organised, and able to manage your own workload
• Strong IT skills (Word & Excel above average)
• A commitment to ongoing development and maintaining high professional standards
• Genuine career development with a structured progression plan

If you're a motivated Paraplanner who wants to be part of a collaborative, forward-thinking wealth management team, this is your chance to take the next step in your career.

Apply to Ursula at Financial Divisions today and bring your expertise to a role where your contribution truly matters.