An independent, Chartered financial planning firm based in Wimbledon is looking for a Paraplanner to join their team.

This is a fantastic opportunity for someone who is passionate about cashflow-led financial planning, underpinned by low-cost, evidence-based portfolios. You’ll work closely with one of the firm’s directors and financial planners, gaining hands-on experience and structured development support as you build your career.

The role would suit:

• A current financial planning administrator looking to step up into paraplanning, with support and mentoring to help you grow

• An experienced paraplanner seeking a more client-focused, technically engaged role

• Someone working towards their Level 4 Diploma, or already qualified, with ambitions to progress toward Chartered status

Key responsibilities:

• Building and maintaining financial plans

• Preparing for client annual planning meetings

• Researching and analysing existing plans

• Drafting suitability letters and reports

• Performing key tax calculations (CGT, carry forward, chargeable events, etc.)

• Becoming highly proficient in Voyant cashflow modelling

What’s on offer:

• Salary up to £35,000

• Hybrid working pattern - 3 days in the office, 2 from home

• Full support for professional development

• Exposure to evidence-based investment strategies via a partnership with Albion Strategic Consulting

• Clear career pathway into advice (if desired) over a 3-5 year timeline

• A strong focus on work/life balance

• Office two minutes from Wimbledon station, with excellent train and tube links

If you're keen to help clients design their ideal lives—and want to grow your skills in a supportive, forward-thinking environment—this could be a great next step.