Job details.
Published: about 4 months ago
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly professional and close-knit wealth planning team based in the City of London. This is a full-time, permanent role offering interesting and varied work within a supportive environment that values quality advice and technical excellence.
The Role:
As a Paraplanner, you will provide technical support to the Head of Wealth Planning and the wider advisory team, ensuring a high standard of service is delivered to clients. The role involves in-depth financial analysis, cashflow modelling, and the preparation of detailed suitability reports.
Key Responsibilities:
- Analyse client information to develop financial planning solutions aligned to client objectives.
- Extensive use of cashflow modelling to support retirement and estate planning strategies.
- Prepare high-quality suitability/recommendation reports.
- Conduct fund switch research and produce related documentation.
- Produce withdrawal letters and manage necessary client/provider correspondence.
- Contact clients to schedule meetings or obtain information as required.
- Liaise with providers and third parties to clarify technical points and gather additional information.
- Carry out research and analysis using industry-recognised tools such as Voyant and FE Analytics.
Skills and Experience Required:
- Minimum 5 years’ experience within the financial services sector, ideally working with complex client scenarios.
- Excellent knowledge of financial planning, pensions, and investments.
- Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint).
- Highly proficient in the use of financial planning software and cashflow modelling tools (e.g., Voyant, FE Analytics).
- Excellent communication skills, both verbal and written.
- Strong attention to detail, proactive attitude, and ability to work independently.
- Adaptable and open to feedback with a genuine enthusiasm to grow within a dynamic and ambitious firm.
- Good financial and mathematical literacy.
Qualifications:
Minimum requirement: Chartered Financial Planner qualification or working towards it (or equivalent).
Salary and Benefits:
- Salary between £50,000 and £65,000 depending on experience and qualifications.
- Discretionary annual bonus.
- Other comprehensive benefits.
- Hybrid working model (4 days in the office and 1 day from home).
- Working hours: 9:00 am – 5:30 pm.
Friendly, supportive team environment with excellent career development opportunities.
You will be joining a partner-owned investment management and wealth planning firm dedicated to providing bespoke advice and client service. With a growing Wealth Planning division, the firm specialises in pre- and post-retirement advice, tax-efficient strategies, lifetime allowance planning, and estate planning.
This role will suit an experienced Paraplanner who is passionate about delivering outstanding technical support and who is not looking to transition into an advisory role in the short to medium term.
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly professional and close-knit wealth planning team based in the City of London. This is a full-time, permanent role offering interesting and varied work within a supportive environment that values quality advice and technical excellence.
The Role:
As a Paraplanner, you will provide technical support to the Head of Wealth Planning and the wider advisory team, ensuring a high standard of service is delivered to clients. The role involves in-depth financial analysis, cashflow modelling, and the preparation of detailed suitability reports.
Key Responsibilities:
- Analyse client information to develop financial planning solutions aligned to client objectives.
- Extensive use of cashflow modelling to support retirement and estate planning strategies.
- Prepare high-quality suitability/recommendation reports.
- Conduct fund switch research and produce related documentation.
- Produce withdrawal letters and manage necessary client/provider correspondence.
- Contact clients to schedule meetings or obtain information as required.
- Liaise with providers and third parties to clarify technical points and gather additional information.
- Carry out research and analysis using industry-recognised tools such as Voyant and FE Analytics.
Skills and Experience Required:
- Minimum 5 years’ experience within the financial services sector, ideally working with complex client scenarios.
- Excellent knowledge of financial planning, pensions, and investments.
- Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint).
- Highly proficient in the use of financial planning software and cashflow modelling tools (e.g., Voyant, FE Analytics).
- Excellent communication skills, both verbal and written.
- Strong attention to detail, proactive attitude, and ability to work independently.
- Adaptable and open to feedback with a genuine enthusiasm to grow within a dynamic and ambitious firm.
- Good financial and mathematical literacy.
Qualifications:
Minimum requirement: Chartered Financial Planner qualification or working towards it (or equivalent).
Salary and Benefits:
- Salary between £50,000 and £65,000 depending on experience and qualifications.
- Discretionary annual bonus.
- Other comprehensive benefits.
- Hybrid working model (4 days in the office and 1 day from home).
- Working hours: 9:00 am – 5:30 pm.
Friendly, supportive team environment with excellent career development opportunities.
You will be joining a partner-owned investment management and wealth planning firm dedicated to providing bespoke advice and client service. With a growing Wealth Planning division, the firm specialises in pre- and post-retirement advice, tax-efficient strategies, lifetime allowance planning, and estate planning.
This role will suit an experienced Paraplanner who is passionate about delivering outstanding technical support and who is not looking to transition into an advisory role in the short to medium term.
Sector:
- Financial Planning
