Paraplanner

JR United Kingdom; London; On-site; GBP 60,000 - 75,000; Full time

Job summary

An established industry player in wealth management is seeking an experienced Paraplanner to join their friendly and collaborative team. This role offers the opportunity to support financial planners by conducting research, preparing recommendations, and delivering tailored client reports. The firm prides itself on a welcoming culture where senior partners actively engage with team members. You'll be part of a close-knit group dedicated to exceptional client service, with opportunities for professional growth in a supportive environment. If you're a proactive team player with a strong work ethic, this position is perfect for you.

Benefits

Extended Holiday Entitlement

Professional Growth Opportunities

Collaborative Team Culture

Relaxed Workplace Environment

Qualifications

• Minimum of 4 years in a paraplanning role with strong analytical skills.
• Detail-oriented with excellent written and verbal communication abilities.

Responsibilities

• Prepare high-quality client reports and cash flow plans.
• Assist in researching investment funds and maintaining client records.
• Ensure compliance with FCA regulations and support firm operations.

Skills

Analytical Abilities

Attention to Detail

Written English

Interpersonal Skills

Team Player

Education

Experience in Paraplanning

Job description

Are you an experienced, career Paraplanner looking to join a highly professional yet friendly and collaborative team? This is an exciting opportunity to work within a well-respected wealth management firm that values both expertise and a supportive, down-to-earth culture.

Why Join?

Our client takes pride in having created a welcoming and inclusive environment, where the team genuinely enjoys working together. The senior partners and managers are always approachable, actively engaging with the team to offer support and share their expertise. You’ll be joining a personable, relaxed group of professionals who are dedicated to delivering outstanding financial planning services.

About the Role:

As a Paraplanner, you will play a key role in supporting financial planners by conducting research, preparing recommendations, and producing suitability reports. Your expertise will help deliver exceptional client service, ensuring financial plans are tailored to meet each client’s individual needs.

Key Responsibilities:

1. Prepare and deliver high-quality client reports, cash flow plans, and annual reviews, ensuring all relevant data is collated.
2. Provide top-level administrative support to wealth managers and collaborate with branch administration.
3. Assist in researching and assessing investment funds, ensuring client portfolios align with chosen mandates.
4. Maintain and update client records, conduct product-based research, and develop technical support processes.
5. Attend client meetings (in-person or remote) and liaise with third parties as required.
6. Generate key performance reports and engage in ongoing professional development.
7. Ensure full compliance with FCA regulations, AML laws, and internal policies, regularly updating Paraplanning templates in line with legislative changes.
8. Carry out additional duties to support the efficient running of the wealth management firm.

What We’re Looking For:

1. A minimum of 4 years in a paraplanning role.
2. Strong analytical abilities, attention to detail, and excellent written English.
3. Personable, proactive, and a true team player who enjoys working in a close-knit environment.
4. Strong work ethic.
5. Articulate and detail-oriented with excellent interpersonal, written and verbal skills.
6. Proactive with suggestions for improving our current financial planning and investment proposition.

What’s on Offer?

1. A competitive basic salary of up to £75k (Depending on experience).
2. Extended holiday entitlement.
3. A professional yet relaxed and supportive workplace.
4. A collaborative team culture.
5. Opportunities for professional growth within a highly regarded wealth management firm.