10th May 2021
Job Type


We are currently recruiting for a Wealth Management company in Loughton that are looking for a Paraplanner.

They are a financial planning and wealth management practice providing a high level consultancy and tailored service to high net worth clients and families. By delivering a thorough review of their financial affairs and using a complete range of wealth management and financial planning services our goal is to protect and enhance their long term prosperity.

They are now looking to recruit a Para planner working with and reporting directly to the business owner/wealth adviser, who can work efficiently, accurately and compliantly within a highly professional environment. You should be qualified at Diploma level.

Core job purpose: To provide comprehensive technical report writing and administration support in an efficient and compliant manner, focussing on quality and high standards at all times.

Main Responsibilities:

 Liaising with clients and various stakeholders of the Practice on a daily basis.
 Supporting the advice process:
o New and existing client meeting preparation.
o Constructing the initial client advice report.
o Liaising with technical specialists and the clients when required.
o Preparing applications and associated paperwork to implement the advice.
o Producing the final client report and recommendations compliantly
o Use of Voyant cash modelling
o Keeping up to date on all new industry specific regulations to support the
advice process


 Excellent written communication skills - essential
 You are well spoken and have excellent telephone skills.
 Strong time management, organisation and prioritisation skills.
 Attention to detail with absolute precision.
 Professional, friendly and approachable manner to clients, colleagues and providers.
 Highly motivated and able to work off own intuition.
 Able to work to strict deadlines and with conflicting demands without compromising
 Ability to identify and solve problems so they don’t become problems.
 Ability to “think outside the box” to continually improve upon systems and client

Optional Cover Letter
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