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.