Paraplanner

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

Base pay range

This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Location: London – Hybrid working available

We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented Paraplanner. This is an exciting opportunity to take a client-facing role where you’ll be at the heart of the advice process, working closely with experienced financial planners to deliver exceptional service to a varied portfolio of clients.

The Role

As a Paraplanner, you will:

• Play an active part in analysing client needs and identifying planning opportunities.
• Prepare for and attend a high number of client meetings, taking detailed notes and managing follow-up actions.
• Build and maintain strong client relationships, acting as a trusted secondary point of contact.
• Research and recommend solutions, preparing clear, compliant suitability letters.
• Produce reports across multiple advice areas, including pensions, investments, retirement income planning, inheritance tax, and alternative investments such as VCTs and EISs.
• Collaborate with administration and planning teams to ensure advice is implemented accurately and efficiently.
• Support business development by contributing ideas to improve processes and client service.

About You

You will have:

• A strong understanding of financial planning and investment products.
• Experience in a paraplanning or associate planning role with regular client interaction.
• The ability to articulate complex advice clearly and concisely.
• Proficiency with financial planning software (Xplan, Voyant, FE Analytics) and Microsoft Office.
• Exceptional attention to detail, organisation, and communication skills.
• A collaborative, proactive, and solution-focused approach.

Why Apply?

• Client-facing – attend meetings and be directly involved in delivering advice.
• Work within a supportive, high-performing team that values professional growth.
• Exposure to diverse and interesting client scenarios, from investment planning to complex tax strategies.
• Competitive salary and excellent benefits package.

If you’re an ambitious financial services professional who enjoys combining technical expertise with client interaction, we’d love to hear from you.

To apply, please send your CV along with your salary expectations and notice period.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance