Paraplanner - City of London, London

Ref: 1565Thursday 18 April 2024

Up to £43,000

Join Wealth Management team in London: Financial Planning Specialist

Hiring for a Paraplanner, the salary is up to £43,000 + Bonus & hybrid working 4 days in the office and 1 from home

Are you ready to make a significant impact in the world of financial planning? Look no further! We’re seeking a proactive Paraplanner to support our practice in informing and advising clients on effective financial strategies, plans, and products. As a key player, you’ll organise technical tasks, illustrations, and reports to ensure seamless client experiences.


Your Role: As a Financial Planning Specialist, your responsibilities will include:

  • Client Collaboration: Work closely with Advisors to achieve client objectives.
  • Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning).
  • Risk Assessment: Allocate assets for an appropriate investment strategy based on client risk profiles.
  • Comprehensive Reports: Compile clear and compliance-standard recommendations.
  • Suitability Letters: Prepare and take full responsibility for client files.
  • Technical Expertise: Be the go-to person for technical queries.
  • Client Reviews: Update cash flow models and investment performance reviews.
  • Data Gathering: Obtain information, quotes, and product details for meaningful comparisons.
  • Tax Calculations: Assist with necessary calculations.
  • Meeting Preparation: Get ready for client review meetings.
  • Complex Queries: Handle any challenging queries within the team.
  • Technical Support: Provide high-level assistance when needed.
  • Training: Mentor less experienced team members.
  • Reporting: Run relevant reports and analyses


To be considered:

  • Knowledge and experience of Paraplanning 
  • Previous experience within an IFA or Wealth Management environment;
  • Familiar with all major research systems (e.g. Analytics, Voyant etc.);
  • Experience of the Pension Transfer market;
  • Experience of the administration of IHT and/or Investment products;
  • Experience with templated suitability reports
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