Paraplanner/ Technical Consultant - Wealth Planning, Salary up to £60k, London, Hybrid

Hybrid (London & Home-Based)

A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role.

You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes.

What You'll Bring:

• 3+ years' experience in paraplanning within independent financial services
• Diploma qualified (Level 4)
• Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT)
• Experience with cashflow modelling (Voyant preferred)
• Excellent communication, analytical, and organisational skills

This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence.

Apply now to take your career to the next level in a dynamic, client-centric environment.

Please email Ursula at Financial Divisions.