Eden Rose
Paraplanner (Technical Consultant)
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Paraplanner (Technical Consultant)
Paraplanner (Technical Consultant)
Job Ref: 90756 |
Location: [London, UK](#) (The City – 1-2 days a week)
Salary: £45,000 – £55,000 per annum | Fixed Terms: Permanent
About the Firm
A Top 100 FTAdviser-listed boutique Independent Financial Advice and Asset Management practice (CII Chartered-approved) seeks a Level 4 qualified Paraplanner to bolster their thriving Private Client team. Recognised as Best Financial Adviser to Work for, the firm prioritises ethics, client-centric advice, and staff retention—offering an integrated, values-driven approach to financial planning.
Responsibilities
As a Technical Consultant, your role will include:
- Direct client engagement: Assist with complex financial planning cases and attend meetings.
- Collaborate closely with Senior Paraplanners and Financial Advisers.
- Research, analyse, and compile financial reports using tools such as IO and Voyant (preferred but not mandatory).
- Draft suitability letters, advise on cash flow modelling, and construct comprehensive financial plans with Advisers.
- Stay current with legislative and regulatory updates across investments, life insurance, pensions, and Relevant Life Plans.
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Requirements
Candidates must meet the following criteria:
- Qualification: Hold a Level 4 Diploma in Financial Planning (via CII recommended).
- Experience:
- 2–3+ years in a Paraplanning or analogous role (ideally with high-net-worth clients).
- Proven ability to assist Financial Planners with high-quality support.
- Technical expertise:
- Deep knowledge of investment, pensions systems, and Relevant Life Plans.
- Familiarity with cashflow modelling tools (optional but advantageous).
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Perks & Benefits
- Competitive base salary: £45,000–£55,000, plus discretionary annual bonus.
- Flexible hybrid work: Base in an offices in central London, 1–2 days per week.
- Progression: Tailored development plans and encouragement to pursue further qualifications (e.g., Chartered status).
- Core benefits:
- 7.5% employer pension contribution.
- Comprehensive private medical insurance.
- Exposure to top-tier networking via the firm’s client bank and industry awards.
What Next? Express your interest for a confidential discussion with our specialist consultants. Qualify through screening before sharing your CV with the client.
Apply now—remote applications accepted.
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