Paraplanner (Fully remote)

Mason Blake; London; Remote; GBP 40,000 - 55,000; Full time

Job summary

A leading investment management firm in London is seeking a Paraplanner to provide high-quality support in their newly launched wealth planning division. This role involves analysing client information, preparing detailed reports, and liaising with clients and third-party providers, offering an excellent opportunity for personal development in a dynamic environment.

Qualifications

• Minimum 5 years' experience in financial services, ideally with complex client cases.
• Strong financial and mathematical literacy.
• Proactive and adaptable.

Responsibilities

• Analyse client information to formulate advice aligned with client objectives.
• Prepare suitability/recommendation reports.
• Liaise with clients for information gathering.

Skills

Technical knowledge in financial planning

Pensions expertise

Investment knowledge

Communication skills

Mathematical literacy

Education

Chartered Financial Planner or equivalent

Tools

Microsoft Office

Voyant

FE Analytics

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.
• Prepare suitability/recommendation reports.
• 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.