Client-Facing Paraplanner: Flexible Work, Big Impact

Plannex Property Management Ltd; Greater London; Hybrid; GBP 36,000 - 56,000; Full time

Benefits offered by this job

Flexible work

Parental leave

Casual dress

Wellbeing program

Volunteering

Social clubs

Job summary

Cooper Parry Wealth is seeking a Client Facing Paraplanner to join our onboarding team and work directly with new prospects! You’ll attend client meetings from Discovery to sign-up and collaborate with the Relationship Manager to craft the advice that drives each financial plan.

You will be hands-on, learning our way of working, and over 2-3 years you’ll be nurtured into a full adviser or Senior Paraplanner depending on your ambitions. The role offers flexible work options and clear progression.

Qualifications

• 2–3 years of paraplanning experience and strong financial planning fundamentals.
• Level 4 qualification and progression toward CII Chartered/CFP.
• Excellent client-facing communication with high attention to detail.

Responsibilities

• Engaging in client meetings, collating key client information and completing follow up.
• Diving deep into clients’ financial positions with thorough, accurate analysis to uncover the client goals and objectives.
• Craft dynamic, comprehensive financial plans that captivate clients and follow up with compelling compliance suitability reports.
• Providing top‑tier technical support to Relationship Managers, ensuring seamless, expert‑backed solutions.
• Crafting and presenting cashflow models at client meetings, bringing financial strategies to life.
• Tackling complex calculations, navigating intricate details with ease to provide clarity and precision.

Skills

Client meetings

Financial analysis

Attention to detail

Excel proficiency

Multi-tasking

Education

Paraplanning experience 2-3 years

Level 4 qualification

CII Chartered/CFP in progress

Job description

Cooper Parry Wealth is seeking a Client Facing Paraplanner to join our onboarding team and work directly with new prospects! You’ll attend client meetings from Discovery to sign-up and collaborate with the Relationship Manager to craft the advice that drives each financial plan.

You will be hands-on, learning our way of working, and over 2-3 years you’ll be nurtured into a full adviser or Senior Paraplanner depending on your ambitions. The role offers flexible work options and clear progression.