Paraplanner - East London, £55,000 + Bonus + Excellent Benefits

We are proud to have partnered with this award-winning, boutique Wealth Management firm for over five years, successfully placing the majority of their team during a period of strong, organic growth. Much of their success comes from client referrals and recommendations, a testament to their outstanding service and client-first philosophy.

Led by a charismatic and well-respected MD—who regularly contributes to national TV and radio discussions—the firm prides itself on delivering clear, jargon-free financial advice with a personal touch.

Due to continued growth and a steady stream of new client wins, they are now seeking a Career Paraplanner to join their collaborative, tight-knit team. You’ll work closely with two of their most experienced Advisers, providing comprehensive Paraplanning support. Responsibilities include attending client meetings, conducting research and fund switches, and building cashflow models. Once you’re familiar with their systems and processes, you’ll also help manage annual reviews for lower-value clients.

This is an excellent opportunity to join a company with a strong ethical focus—where clients are seen as people, not just portfolios. The business also gives back through local charitable initiatives, and their stellar reputation means there's no need for outbound business development.

The firm is more interested in personality and a genuine commitment to client care than exam history. If you have around 18 months of Paraplanning experience and have written suitability reports—even if you're just starting or haven't yet completed any R0 exams—you’ll be warmly considered. Full study support is available, but completing your Level 4 Diploma is not mandatory.

Please get in touch with Samantha at Financial Divisions.