Paraplanner (Fully remote)

JR United Kingdom; City Of London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A well-established investment management firm is seeking a Paraplanner to join their Wealth Planning team in London. The role involves providing expert support in financial planning, creating tailored advice for clients, and utilising industry tools like Voyant. Ideal candidates will possess strong technical knowledge, excellent communication skills, and a commitment to professional development within financial services.

Qualifications

• Minimum 5 years' experience in financial services required.
• Strong financial and mathematical literacy essential.
• Familiarity with financial planning and investment tools expected.

Responsibilities

• Provide high-quality paraplanning support to the Wealth Planning team.
• Analyse client information to formulate advice.
• Produce fund switch and withdrawal letters as needed.

Skills

Technical knowledge in financial planning

Pensions expertise

Investment knowledge

Proficiency in Microsoft Office

Verbal communication skills

Written communication skills

Financial literacy

Mathematical literacy

Education

Chartered Financial Planner (or equivalent)

Tools

Voyant

FE Analytics

Job description

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Paraplanner (Fully remote), london (city of london)

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Client:

Mason Blake

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

A well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach.

The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning. 4 days a week in the office.

KEY PURPOSE OF THE ROLE:

To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.

ROLE RESPONSIBILITIES:

Job Summary:

• Analyse client information to formulate advice aligned with client objectives.
• Apply cashflow modelling tools extensively.
• Produce fund switch and withdrawal letters, along with required research and documentation.
• Interpret and utilise information from clients and providers using industry tools.

Additional Responsibilities:

• Liaise with clients to gather information and arrange meetings.
• Contact third parties/providers to resolve technical queries.
• Conduct research to support advisers as required.

SKILLS & EXPERIENCE:

Core Role Requirements:

• Strong technical knowledge in financial planning, pensions, and investments, ideally with experience in complex client cases.
• Minimum of 5 years' experience in financial services.
• Proficiency in Microsoft Office suite.
• Excellent verbal and written communication skills.
• Familiarity with tools such as Voyant and FE Analytics.
• Proactive, adaptable, and responsive to feedback.
• Ambitious and committed to personal development.
• Strong financial and mathematical literacy.

ESSENTIAL QUALIFICATIONS:

• Minimum: Chartered Financial Planner (or equivalent), or actively working towards it.