Financial Divisions
London · Posted 26 Oct 2026 · 4 applicants
Seeking an experienced Paraplanner
18 - 24 months of paraplanning experience required
Ideally level 4 diploma qualified or very close to completion
Reporting into a dedicated Paraplanning Manager
Chartered Independent wealth planning firm with offices across the UK
I have met the Directors and placed 20+ members of staff with them
They offer whole of market financial advice
HNW retirees, accumulators, local families and SME owners
Clients with assets ranging from £250k - £50m.
Average client has £1.3m invested
Pensions, investments, tax planning, cashflow modelling, retirement planning
Some esoteric schemes such as VCT & EIS schemes.
Very longstanding relations with accountancy and solicitor practices