Join a Modern, Tech-Driven Wealth Management Firm
A Rare Opportunity for a High-Calibre, Technical Paraplanner
An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function.
This is not a traditional paraplanning role.
Rather than sitting behind an adviser, you will work as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies — helping shape both the advice framework and the future direction of the business.
Salary up to £75,000 | Hybrid (Minimum 2 Days in London Office)
This firm has been built differently.
With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery.
Their culture is centred around:
Innovation over tradition – leveraging technology to remove inefficiencies
Client outcomes over product sales – long-term planning, not transactions
Collaboration over hierarchy – ideas and improvements are welcomed from everyone
Continuous improvement – refining advice processes and raising standards
Tansparency and integrity – doing what’s right, always
By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes.
It’s a firm that values intellectual curiosity, autonomy, and strategic thinking.
The Opportunity
This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position.
You will:
Own the end-to-end advice process – design and construct robust financial plans across pensions, investments, tax, protection, and estate planning
Contribute to advice strategy – refine and enhance planning frameworks
Work closely with the technology team – help optimise systems and improve efficiency
Maintain best-in-class technical standards
Play a leadership role within the planning function – mentoring and guiding junior colleagues
Influence the evolution of the firm’s advice proposition
This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input.
What You’ll Need
A genuinely client-first mindset
Strong technical knowledge across core financial planning areas
Advanced analytical and suitability drafting skills
Comfort working in a technology-led environment
Collaborative, open-minded approach
Level 4 Diploma