23rd April 2021
Job Type


We are currently recruiting for a Chartered Financial Planning practice in London who are looking for a Senior Paraplanner to support their team of successful IFA's.


  • To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers
  • Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
  • Advanced technical report writing
  • Dealing with wrap platforms and product providers to obtain information about existing and potential investments
  • Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives
  • Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process
  • Undertake reviews of client portfolios and compile annual suitability reports
  • Use FE Analytics to research and analyse fun performance, volatility and risk
  • Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings
  • Carry out tax calculations to ensure correct advice is given, where appropriate
  • Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process
  • Handle client queries and help service existing clients on a daily basis
  • Maintain awareness of legislative changes and product developments bu undertaking suitable CPD activities e.g. attending seminars/workshops

Ideal candidate

  • Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm
  • At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status
  • Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning
  • Experience of wrap platforms and main tax wrappers
  • Excellent written/verbal communications skills, as well as organisation skills
  • Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team
  • Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
  • Able to use own initiative and has a 'can do' work ethic
  • Ability to cope well in a busy working environment and manage own case load
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