Client-Facing Paraplanner for Financial Planning

Orla Rose Associates; London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits package

Supportive team environment

Job summary

A respected financial planning firm in London is looking for a talented Paraplanner. In this client-facing role, you will analyze client needs, attend meetings, and build relationships while supporting financial planners. The ideal candidate will have a strong understanding of financial planning and investment products, along with experience in client interaction. This position offers a competitive salary and opportunities for professional growth.

Qualifications

• Experience in a paraplanning or associate planning role with regular client interaction.
• Ability to articulate complex advice clearly and concisely.
• Collaborative, proactive, and solution-focused approach.

Responsibilities

• Analyse client needs and identify planning opportunities.
• Attend client meetings, take detailed notes, and manage follow-up actions.
• Research and recommend solutions, preparing clear, compliant suitability letters.
• Build and maintain client relationships.

Skills

Strong understanding of financial planning

Client interaction experience

Proficiency with financial planning software

Exceptional attention to detail

Strong communication skills

Tools

Xplan

Voyant

FE Analytics

Microsoft Office

Job description

A respected financial planning firm in London is looking for a talented Paraplanner. In this client-facing role, you will analyze client needs, attend meetings, and build relationships while supporting financial planners. The ideal candidate will have a strong understanding of financial planning and investment products, along with experience in client interaction. This position offers a competitive salary and opportunities for professional growth.