Paraplanner

London Source: WhatJobs

See advert for pay

Overview

In this Paraplanner role, you support High Net Worth clients by delivering high-quality technical reports and research to Financial Planning Advisers. You’ll handle technical analyses, reports, and process improvements within a collaborative team, helping to ensure precise client outcomes. You will mentor junior colleagues and maintain compliant, timely services as part of a professional, development-focused environment. This is a hands-on role in a client-centric financial planning team that values technical excellence and strong relationships.

Pay / Benefits

professional development
collaborative environment
career progression
supportive team
structured training
recognition of expertise

Responsibilities

Prepare suitability reports and annual review documentation for clients
Provide technical support across a wide range of financial planning matters
Conduct product and technical research to support recommendations
Maintain and update client information in Intelligent Office and other systems
Support annual review processes with accurate information
Build relationships with clients and third-party providers
Collaborate with administration teams to ensure efficient service delivery
Manage workflow to meet deadlines and service standards
Contribute to development and improvement of paraplanning processes and best practices
Produce and assist with management information and reporting
Mentor and support junior team members
Maintain FCA, internal policy, and AML compliance

Key requirements

Extensive paraplanning experience, ideally with High Net Worth clients
Strong technical understanding of financial planning
CII Level 4 qualification, active progression towards Level 6 and Chartered status
Experience with financial planning tools, cashflow modelling software, and research systems
Excellent written communication for client reports
Strong interpersonal skills and ability to build trusted relationships
Excellent organizational skills and ability to handle multiple priorities
Proactive, self-motivated, and able to work independently
Experience mentoring or coaching junior colleagues
Strong Microsoft Word, Excel, and PowerPoint skills