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Paraplanner

City of London Permanent £45,000 - £50,000 per year View Job Description
The Paraplanner role involves providing comprehensive technical and professional support to Wealth Planners, ensuring clients' financial objectives are met through tailored solutions. The position requires collaboration with both internal teams and external professionals, focusing on compliance, research, and report preparation.
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  • Work in a dynamic and client-centric environment
  • Access to excellent professional development opportunities

About Our Client

The client is a prestigious and innovative financial services provider with a strong presence in the UK and internationally. They pride themselves on delivering bespoke financial planning and investment solutions, underpinned by a commitment to long-term value, integrity, and inclusivity.

Job Description



The Paraplanner's responsibilities include:

  • Preparation and maintenance of client files, including data collection, compliance documentation, and cash flow modelling.
  • Conducting research and analysis to support tailored financial advice, including retirement planning, tax strategies, and investment solutions.
  • Preparing and reviewing detailed financial advice reports and ensuring compliance with regulatory standards.
  • Overseeing the implementation of recommendations and liaising with clients, third parties, and internal teams.
  • Supporting client reviews, updating financial plans, and acting as a key contact for ongoing queries.



The Successful Applicant

The ideal candidate will have at least three years of experience in a holistic Paraplanning role and hold the CII Diploma in Regulated Financial Planning (or equivalent). They should demonstrate excellent knowledge of financial planning, compliance, and regulatory requirements, alongside strong organisational and communication skills. A methodical approach, attention to detail, and proficiency in financial planning software are essential.

What's on Offer

The successful Paraplanner candidate will receive a competitive salary, a discretionary bonus, and a comprehensive benefits package. The role is based in the City of London and offers opportunities for professional growth and the chance to work in a supportive and inclusive environment with a firm recognised as a great place to work.

Contact
Felix Marufu
Quote job ref
JN-012025-6633834
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Private Banker / RM / Wealth Manager
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-012025-6633834