Client-Focused Paraplanner Role (1-to-1 Advisory Support)

• Location: Finchley, London (Hybrid Working)


• Salary: £50,000 - £58,000 D.O.E.


• Package: Progression opportunities, exam support, and hybrid working flexibility

About the Opportunity



We are working with a dynamic, highly respected, and fast-growing wealth management practice based in Finchley, London, built on a foundational commitment to honesty, transparency, and integrity.



This is not your usual pooled, back-office report-writing factory. Instead, this role offers a rare and rewarding opportunity to work hand-in-hand in a
1-to-1 partnership with a high-performing adviser who is rapidly scaling his book and currently generating around £500k in revenue. Because of this close partnership, you will truly get to know the clients, understand their long-term journeys, and see the direct impact of your work.



If you are a driven Paraplanner who thrives in a collaborative environment and wants a genuine career partnership rather than endless anonymous reports, this is the ideal next step for your career.




What You'll Be Doing



You will provide comprehensive, high-quality technical paraplanning support to ensure the adviser's clients receive exceptional, holistic wealth planning. Core responsibilities include:

• Suitability Report Writing: Crafting bespoke, accurate, and robust suitability reports across pensions, investments, retirement, and estate planning.


• Cash Flow Modeling: Utilizing advanced cash flow modeling tools to map out client futures and test various financial scenarios.


• Research & Analysis: Conducting thorough market research, fund analysis, and product comparisons to formulate top-tier financial strategies.


• Advisory Support: Acting as a trusted technical sounding board for the adviser, preparing client review meetings, and managing cases efficiently from inception to completion.


• Speed & Accuracy: Working with high accuracy at pace to significantly enhance turnaround times for both the adviser and valued clients.

What We Are Looking For

• Level 4 Diploma Qualified (DipPFS or equivalent).


• Minimum of 2-3 years of experience working as a Paraplanner within an IFA or wealth management environment.


• Strong Cash Flow Modeling experience is essential.


• Xplan proficiency


• Exceptional attention to detail, with the ability to work at speed without compromising quality.


• A personable, proactive attitude and a desire to build strong working relationships with both colleagues and clients.

What's in It for You?

• Salary: £50,000 - £58,000 (dependent on experience).


• Working Style: Flexible hybrid working setup based out of modern Finchley offices.


• Professional Growth: Structured career progression and full study/exam support to continue your professional development.


• Impact: Direct exposure to a high-earning, fast-growing advisory book where your contributions are recognized and valued.