This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning — but also wants a genuine, structured pathway into becoming a Financial Adviser.

The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships.

This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity.

The Opportunity

You’ll join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager.

You’ll play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role.

This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities.

Key Responsibilities

• Producing detailed research, analysis and financial planning recommendations
• Building complex cashflow models to support long-term client strategy
• Writing high-quality suitability reports and technical planning documents
• Supporting holistic financial planning across pensions, investments, tax, and estate planning
• Attending client meetings with the adviser and gradually increasing client exposure
• Working closely with the adviser on complex planning cases
• Supporting specialist areas including family law financial planning and trust-related work
• Ensuring all recommendations are technically robust and clearly communicated

About You

You will ideally be:

• Chartered or working towards Chartered status
• Technically strong, with a genuine interest in complex financial planning
• Comfortable building detailed financial analysis and cashflow models
• Confident working closely with advisers and clients
• Ambitious, with a clear desire to progress from Paraplanner into a Financial Adviser role

What’s on Offer

• Salary to £80,000
• Discretionary bonus scheme (circa 10%)
• Pension scheme (employer 5% / employee 3%, rising to 10% employer contribution)
• Group life assurance
• Income Protection
• Private Medical Insurance
• 25 days holiday + bank holidays (increasing with service up to 30 days + bank holidays)
• Additional birthday and Christmas shopping days
• Full exam support through to Chartered Financial Planner status (2 study days per exam)
• Monthly and quarterly team social events
• Flexible and remote working after probation

This is an excellent and rare opportunity for a Paraplanner who wants more than just report writing — and is ready to step towards a long-term adviser career within a high-quality financial planning environment.

If this role is of interest, please send your CV to Harry at Financial Divisions