21st December 2021
Job Type


We are currently recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a Level 4 Paraplanner. Can be remote with requirement to come to the London office once a quarter for a week.

The company are an award-winning team of Independent Financial Advisers who provide a personal, independent
and bespoke wealth management service to high net worth clients.

The Role

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Key Responsibilities

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
  • Providing high quality technical, administrative and research support to the Advisers;
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans;
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant;
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis;
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings - both internal and external - and delivering group and
    individual training on topics appropriate to the role;
  • Ensuring that all client records and data are maintained accurately and efficiently;
  • Participating in ad hoc projects and tasks as and when required.

Knowledge, Skills & Experience


  • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;
  • Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
  • Proficiency in complex report writing;
  • Experience liaising with third party providers;
  • CII Diploma in Financial Planning (as a minimum);
  • Excellent grammar, spelling and punctuation skills;
  • Excellent interpersonal and communication skills;
  • A high standard of personal organisational and time management skills;
  • Experience within Private Wealth Management;
  • Experience of working to targeted service standards and procedures;
  • A good working knowledge of regulatory requirements;
  • Ambitious and goal-orientated;
  • Evidence of continual learning and development of skills and knowledge;
  • Experience of working unsupervised with a high level of self-motivation;
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • Experience of using CURO or IRESS software;
  • Experience of using FE Analytics and Voyant;
  • Previous experience dealing with Group Life and Pension Schemes;
  • Part FPC/RO/CF qualified;
  • Experience of training and people development.

Great salary and benefits package on offer.

Optional Cover Letter
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