Job details.
Published: about 4 months ago
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space.
This London-based company has already established itself as a market leader—blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation.
The Role:
As a Junior Paraplanner, you will:
- Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports.
- Gain hands-on exposure to real client work far earlier than in a traditional firm.
- Assist in financial plan construction, asset reviews, risk assessments, and technical documentation.
- Work closely with advisers, analysts, and product developers to understand the full client journey.
- Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy.
What We’re Looking For:
- A strong academic background (ideally in finance, economics, mathematics, or a related field).
- 1–3 years’ experience in financial planning, paraplanning, or a similar advisory support role.
- Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) – or intention to achieve it.
- Excellent communication skills – both written and verbal.
- A proactive, analytical mindset and the ability to work in a fast-paced, agile environment.
- Tech-curious and open to using advanced tools to improve client outcomes.
What’s on Offer:
- Salary of £35,000 – £45,000, depending on experience. A highly flexible hybrid working environment designed to support your wellbeing and productivity.
- Full study support and mentoring to help you achieve professional qualifications.
- A clear, supported pathway to progress into a client-facing financial advisory role.
- The chance to be part of a mission-led, collaborative, and fast-growing firm that’s redefining the financial advice industry.
If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space.
This London-based company has already established itself as a market leader—blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation.
The Role:
As a Junior Paraplanner, you will:
- Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports.
- Gain hands-on exposure to real client work far earlier than in a traditional firm.
- Assist in financial plan construction, asset reviews, risk assessments, and technical documentation.
- Work closely with advisers, analysts, and product developers to understand the full client journey.
- Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy.
What We’re Looking For:
- A strong academic background (ideally in finance, economics, mathematics, or a related field).
- 1–3 years’ experience in financial planning, paraplanning, or a similar advisory support role.
- Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) – or intention to achieve it.
- Excellent communication skills – both written and verbal.
- A proactive, analytical mindset and the ability to work in a fast-paced, agile environment.
- Tech-curious and open to using advanced tools to improve client outcomes.
What’s on Offer:
- Salary of £35,000 – £45,000, depending on experience. A highly flexible hybrid working environment designed to support your wellbeing and productivity.
- Full study support and mentoring to help you achieve professional qualifications.
- A clear, supported pathway to progress into a client-facing financial advisory role.
- The chance to be part of a mission-led, collaborative, and fast-growing firm that’s redefining the financial advice industry.
If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Sector:
- Financial Planning
