Paraplanner/Assistant Financial Planner (Client facing)

JR United Kingdom; London; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

An established industry player in the UK Wealth Management sector is seeking a skilled Paraplanner/Assistant Financial Planner to join their dynamic team. This role offers a unique opportunity to work closely with Financial Planners, preparing insightful reports and cashflow forecasts that help clients achieve their financial goals. With a commitment to internal promotion and professional development, the company provides a supportive environment where your expertise will be valued. Join a forward-thinking firm that prioritizes your career growth and offers a comprehensive benefits package, ensuring you thrive in your role.

Qualifications

• 2-3 years of paraplanning experience in a client-facing role.
• CII Diploma in Financial Planning or equivalent is essential.

Responsibilities

• Prepare and write high-quality client-focused reports.
• Assist Financial Planners in client meetings and research.

Skills

Paraplanning Experience

UK Tax Knowledge

Pension Arrangements Knowledge

Client Relationship Management

Education

CII Diploma in Financial Planning

Tools

Financial Planning Tools

Job description

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Paraplanner/Assistant Financial Planner (Client facing), london

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Client:

Financial Divisions

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Paraplanner/Assistant Financial Planner (Client facing)

City of London/ Partial remote (2 Days in office)

£45,000 to £50,000 Plus bonus and excellent benefits package

The Opportunity

My client is an award-winning premier Wealth Manager providing financial planning and an investment management service to HNW and UHNW individuals. As part of their strategy to promote from within this has created the need to recruit a talented, experienced Paraplanner to strengthen their Paraplanning team in their London office. This opportunity represents a genuine chance to join a leading, highly respected and progressive business that will invest in you and provide you with a clear path to progress your career in the Wealth Management sector

The Role

As a Paraplanner/Assistant Financial Planner, duties will include (but not be limited to):

Responsibility for preparing and writing high quality and client focused reports, as well as helping with annual reviews to provide an excellent service to clients.

Preparing cashflow forecasts to help our clients meet their long-term financial goals and objectives.

Accompanying Financial Planners to client meetings, prepare meeting notes and conduct research required to deliver advice and reviews for clients.

Working closely with the Financial Planners and all stakeholders to enable delivery of the income objectives for the team.

Highlighting individual client issues to be discussed at meetings and contact clients when necessary.

Ensure best practice ideas are shared amongst the team.

Suggest any improvements to processes, templates and tools to support the quality and delivery of client advice.

Managing own workload effectively

Demonstrate a commercial and pragmatic approach to workflow management.

Contributing to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.

Maintaining effective working relationships with other teams within the group

Continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards and legislation and changes in internal processes and procedures.

About you

As an experienced Paraplanner you will essentially possess:

A minimum 2-3 years’ devoted paraplanning experience

The CII Diploma in Financial Planning or equivalent

Experience of working as part of a team of paraplanners

Experience of working with centrally devised tools, templates, and guidance.

Experience of managing own workload and being responsible for the quality of work produced.

Significant level of technical knowledge of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax

High level of technical knowledge in relation to all types of pension arrangements and estate planning

In summary

This is a fantastic opportunity for a talented, professional Paraplanner looking to work for a leading name in the UK Wealth Management sector and secure a long-term career path. For your commitment you will be rewarded with a very supportive environment, full study support, a market leading benefits package and continual development.

If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to [emailprotected]