Role overview
In order for the Partner to continue to provide holistic advice and team-leadership to the highest level, he is recruiting an experienced paraplanner to support him and his team to service his client base.
Ideally the candidate will be fully CII / CISI diploma level qualified and will be capable and enjoy working in a fast paced environment.
The Role - Paraplanner
You will be working within a busy team and your role will include:
* Support the Financial Planner in research and analysis to meet client needs and objectives.
* Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
* Research of internal and external products to ensure the highest standards of advice
* Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
* Manage the presentation of technical data to the Financial Planners.
* Compile cashflow models when required as part of the advice process.
* Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
* Maintain up to date product and technical knowledge.
* Maintain all standards of performance as required by the company
* Develop and maintain internal relationships within all parts of the business.
* Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
The Person – Paraplanner
* Previous paraplanning experience in a similar role at a senior level.
* Be level 4 Diploma in Financial Planning (DipPFS) qualified, working towards this, OR qualified via experience.
* This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a ‘can do’ working style
* Experienced in the administration of pension, investment & IHT products
* Are highly organised and have excellent communication skills
* Confident in dealing with clients and third parties and can work with total discretion.
* Good IT knowledge – experience of Voyant, iBusiness, FE Analytics, Salesforce highly advantageous.
* Good understanding of the Financial Planning process.
* Strong interpersonal skills, both written and verbal communication.
* Customer service skills – providing an excellent service to the adviser and client.
* Excellent planning and organisational skills.
* Ability to work effectively to deadlines.
* Accuracy and attention to detail to balance demands of role.
* Broad knowledge of the Financial Services Industry and high level of technical knowledge.
* In depth knowledge and experience with cashflow modelling.
* Ability to manage and complete projects.
Additional Information
Basic salary: £40-50k starting salary (dependent on skills and experience)
Working hours: Full time, Monday to Friday
Pension: Auto enrolment pension scheme
Holiday entitlement: 25 days, plus bank holidays
Location: Moorgate, London
Start date: August / September 2026
If you are passionate about providing high-quality support in the financial planning industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Paraplanner
Salary description
£40000.00 - £50000.00 per year