Job Title: Paraplanner
Contract Type: Permanent
Location: City of London, London
Salary: £35000 - £40000 per annum + Benefits Package
Reference: 10253/001_1504863274
Contact Name: Jane Paton
Contact Email:
Job Published: September 08, 2017 10:34

Job Description

Job Description:

The main purpose of the Paraplanner is to effectively support the Private Client Partners and Consultants in carrying out high quality research on a full range of financial planning products and services.


  • Draft financial planning reports and letters on specific planning areas, providing recommendations based on our knowledge of the client
  • Draft and co-ordinate technical documents and research for client presentation
  • Work closely with Partners and Consultants in each location (as appropriate) to ensure individual cases are completed accurately and in a timely manner, in accordance with clients' stated needs, goals and objectives
  • Support Partners and Consultants for any required technical client work (investigative)
  • Identify any missed sales opportunities on cases undertaken.



  • Educated to at least A Level/Higher standard (or equivalent)
  • Level 4 Diploma in Financial Planning.


Proven experience of providing a first class paraplanning service, ideally in an independent financial planning company

Full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory & best practice standards

All practices and disciplines including Investments, Pensions and Financial Planning

Available products and services in all relevant areas of personal financial planning

Anti-Money Laundering, including how to identify suspicious transactions/activities and how to report

Current and future financial legislation and regulation and their developments.


  • Analytical and numerical ability - able to analyse and interpret data, evaluate data
  • Ability to provide recommendations based on key client information, in line with their stated needs, objectives, risk profile and market trends
  • Excellent communication skills
  • Highly numerate
  • Ability to organise and prioritise workload
  • Use of Intelligent Office, Voyant, Exchange, and Financial Express Analytics, together with Microsoft Word, PowerPoint and Excel.

Get similar jobs like these by email

By submitting your details you agree to our T&C's