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Paraplanner – London/Hybrid - £45,000–£55,000 + Benefits

March 16, 2026

Are you a career paraplanner who genuinely enjoys the technical, analytical and planning side of financial advice? Do you take pride in crafting bespoke suitability reports, building thoughtful financial plans and being closely involved in client strategy — without the pressure of chasing adviser targets?

If so, this opportunity could be exactly what you’re looking for.

We’re working with a well-established boutique financial planning firm that partners with business owners, lawyers and city professionals to help them build, protect and enjoy long-term financial freedom. The team is friendly, ambitious and values-driven, with a culture built around collaboration, high standards and doing the right thing for clients.

The Role

As a key part of the advice team, you’ll be the technical engine behind high-quality financial planning. This is a role for someone who loves paraplanning — someone who finds satisfaction in deep analysis, clear thinking and producing work that advisers and clients can rely on.

Your responsibilities will include:

Building detailed, insightful cashflow models using Voyant
Writing bespoke, well-structured suitability reports
Producing technical analysis and recommendations across pensions, investments and protection
Researching protection solutions and planning strategies tailored to client objectives
Preparing forward-planning reports following client reviews
Working closely with advisers to understand client priorities and shape appropriate advice
Ensuring all work is accurate, compliant and aligned with regulatory standards
Playing an active role in delivering an exceptional client experience

This role is ideal for someone who enjoys being deeply involved in the advice process, but whose strengths lie in the technical, analytical and planning elements of financial advice.

What We’re Looking For

Level 4 Diploma in Financial Planning (or equivalent)
Minimum three years’ experience as a Paraplanner
Strong technical knowledge across pensions, investments and protection
Ability to work independently while contributing positively to a collaborative team

Desirable:

Experience with Intelliflo Office
Experience using Voyant
Familiarity with AJ Bell

What’s on Offer

Salary £45,000–£55,000 depending on experience
Hybrid working for better work–life balance
Early finish every Friday
An additional day off every month
Private medical insurance, income protection, death in service, health cash plan and salary sacrifice pension
Full support for professional development, including funded training and qualifications
A friendly, ambitious and supportive environment where your contribution is genuinely valued

If you’re a paraplanner who wants to build a long-term career in a firm that respects your expertise and gives you the space to do your best work, we’d love to hear from you.

Please apply with your CV to Ursula at Financial Division

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...