Junior Paraplanner – London (Hybrid – 3 Days in Office) – £40,000 – £45,000 (DOE) plus…

Wealth Management | UHNW Clients | Financial Planning

Plus: Bonus + Full Study Support + Excellent Benefits

Are you a Junior Paraplanner ready to step up and work with some of the UK’s most sophisticated private clients?

This is an outstanding opportunity for a Junior Paraplanner with strong foundations to grow within a respected London-based wealth planning firm. Supporting advisors who work directly with Ultra-High-Net-Worth individuals, you’ll gain real exposure to complex planning across pensions, IHT, trusts, and bespoke investment portfolios.

You’ll be joining a collaborative, high-calibre team, where Junior Paraplanners are seen as an essential part of the client journey—not just administrators.

�? What You’ll Be Doing:

Drafting Financial Plans and supporting documents tailored to UHNW client needs
Supporting the advice process with research, analysis, and report writing
Preparing Annual Review Packs, client summaries, and Wealth Preservation Frameworks
Maintaining accurate client records in the CRM and collaborating closely with Advisers
Exposure to pensions, inheritance tax planning, investment structures, and trusts

? What We’re Looking For:

Diploma (Level 4) qualified as a minimum
At least 2 years’ paraplanning/report writing experience in a financial planning firm
Strong Microsoft Excel skills (intermediate to advanced)
Clear written communication, a sharp eye for detail, and a commitment to progression

�? Why This Role?

Work with a specialist team dealing with UHNW clients from day one
Support to progress toward full Chartered status
Clear, structured development from Junior Paraplanner to senior technical or advisory paths
Modern, hybrid working (3 days in a Central London office, 2 from home)
A values-driven firm where you’ll be part of long-term client relationships—not transactional advice

If you’re a detail-oriented, ambitious Junior Paraplanner with a passion for technical accuracy and elite-level financial planning, we’d love to hear from you.

?? Apply today to Laura at Financial Divisions and take your career to the next level with one of London’s most client-focused Wealth Management firms.