Financial Planning Assistant

Job Title: Financial Planning Assistant/Paraplanner (1-1 with High-Producing Advisor)

Location: Finchley, North London (Hybrid - Min. 2 days in office)

Salary: £45,000 (Negotiable for exceptional candidates) + Benefits

The Opportunity

Are you a technically minded Paraplanner who thrives in a fast-paced environment? We are looking for a dedicated, Level 4 qualified professional to work on a direct 1-1 basis with one of our most successful and high-producing Financial Advisors.

This isn't a "back-office" processing role; you will be the Advisor's right-hand person, managing a sophisticated client base and ensuring that the advice process remains seamless, compliant, and highly efficient.

The Firm: Why Join Us?

Based in their prestigious North London office in Finchley, they are a leading wealth management firm known for their holistic approach and entrepreneurial spirit. They pride themselves on a culture that values hard work, expertise, and long-term client relationships. For the right candidate, this role offers a structured pathway to becoming an Advisor , with full support to achieve Level 6/Chartered status .

The Role

• Technical Report Writing: Preparing high-quality suitability reports across Pensions, Investments, and Protection. • Research & Analysis: Conducting deep-dive research into products and funds to support complex financial strategies. • 1-1 Collaboration: Managing the Advisor's pipeline, prepping for client meetings, and acting as the primary technical point of contact. • Fast-Paced Delivery: Handling high volumes of business without compromising on attention to detail or compliance standards. • Holistic Planning: Utilizing cash-flow modelling and strategic planning to provide a 360-degree service to HNW clients.
About You

• Qualified: Must hold the Level 4 Diploma in Financial Planning. • Ambitious: A clear desire to progress toward Level 6/Chartered status. • Experienced: At least 2 years of experience in a Paraplanning role, ideally within an IFA or wealth management environment. • Agile: You are comfortable working under pressure and can pivot quickly as the Advisor's diary shifts. • Local: Able to commute to our Finchley office at least 2 days per week.
What's on Offer?

• Competitive salary of £45k (negotiable) based on experience. • Clear career progression roadmap to Advisor status. • Support for advanced professional qualifications. • A vibrant, professional office environment with hybrid flexibility.
How to Apply

If you are a proactive Paraplanner ready to take the next step in your career with a high-growth firm, please apply.

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