Paraplanner (Fully remote)

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

Job summary

A well-established investment management firm seeks a Paraplanner to provide high-quality support in their new wealth planning division. This role involves analyzing client information and utilizing financial planning tools to ensure personalized advice aligned with client objectives, requiring at least 5 years of financial services experience.

Qualifications

• Minimum of 5 years' experience in financial services required.
• Core requirements include strong technical knowledge and proficiency in Microsoft Office.

Responsibilities

• Analyse client information to formulate advice aligned with client objectives.
• Produce fund switch and withdrawal letters.

Skills

Strong technical knowledge in financial planning

Proficiency in Microsoft Office

Excellent verbal communication skills

Excellent written communication skills

Financial and mathematical literacy

Education

Chartered Financial Planner (or equivalent)

Tools

Voyant

FE Analytics

Job description

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Paraplanner (Fully remote), london (west end)

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Client:

Mason Blake

Location:

london (west end), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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.