Job details.
Published: about 3 months ago
A leading, forward-thinking wealth management firm based in Finchley, North London, is seeking three Paraplanners to join their growing team. This expansion follows a recent joint venture with a major European partner, focused on modernisation and growth.
The firm currently manages £1.4 billion in client assets and employs around 150 staff, offering a strong platform for progression and development. Three current Paraplanners have recently moved into advisory roles — creating opportunities for those with similar aspirations or for those who want to build a long-term Paraplanning career.
About the Role:
You will play a key part in supporting Financial Advisers across all areas of financial planning including pensions, investments, protection, and estate planning. This is a fantastic opportunity for someone looking to deepen their technical skills or prepare for the transition into an advisory role.
Key Responsibilities:
- Prepare detailed suitability reports across a wide range of advice areas
- Conduct research into products, funds, and platforms to support client recommendations
- Assist advisers with cashflow modelling and client reviews
- Manage the advice process using X-Plan (training provided if required)
- Liaise with clients, providers, and internal teams to ensure a seamless client experience
- Keep up to date with regulations and ensure all advice is compliant
Requirements:
- Close to or already attained DipPFS (or equivalent)
- Demonstrated experience in suitability report writing
- Familiarity with X-Plan is a plus but not essential
- Strong organisational and communication skills
- Ambition to grow professionally within a supportive and modern business
What’s on Offer:
- Hybrid working model (typically 2–3 days per week in-office)
- Supportive leadership and a collaborative culture
- Competitive salary with bonus and full benefits
- Clear progression path – whether into advice or technical Paraplanning
- Access to advanced tools, training, and mentoring
If you're a motivated Paraplanner ready for your next challenge in a growing, modern firm, apply today to find out more.
A leading, forward-thinking wealth management firm based in Finchley, North London, is seeking three Paraplanners to join their growing team. This expansion follows a recent joint venture with a major European partner, focused on modernisation and growth.
The firm currently manages £1.4 billion in client assets and employs around 150 staff, offering a strong platform for progression and development. Three current Paraplanners have recently moved into advisory roles — creating opportunities for those with similar aspirations or for those who want to build a long-term Paraplanning career.
About the Role:
You will play a key part in supporting Financial Advisers across all areas of financial planning including pensions, investments, protection, and estate planning. This is a fantastic opportunity for someone looking to deepen their technical skills or prepare for the transition into an advisory role.
Key Responsibilities:
- Prepare detailed suitability reports across a wide range of advice areas
- Conduct research into products, funds, and platforms to support client recommendations
- Assist advisers with cashflow modelling and client reviews
- Manage the advice process using X-Plan (training provided if required)
- Liaise with clients, providers, and internal teams to ensure a seamless client experience
- Keep up to date with regulations and ensure all advice is compliant
Requirements:
- Close to or already attained DipPFS (or equivalent)
- Demonstrated experience in suitability report writing
- Familiarity with X-Plan is a plus but not essential
- Strong organisational and communication skills
- Ambition to grow professionally within a supportive and modern business
What’s on Offer:
- Hybrid working model (typically 2–3 days per week in-office)
- Supportive leadership and a collaborative culture
- Competitive salary with bonus and full benefits
- Clear progression path – whether into advice or technical Paraplanning
- Access to advanced tools, training, and mentoring
If you're a motivated Paraplanner ready for your next challenge in a growing, modern firm, apply today to find out more.
Sector:
- Financial Planning
