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Paraplanner
Paraplanner – Menzies Wealth Management (London Office)
Department
MWM (Menzies Wealth Management)
Location
London Office
About Menzies & Our Values
Menzies is an equal opportunities employer, celebrating diversity and fostering a culture where everyone can thrive. As a client-focused financial planning firm, we believe in building trusted relationships while aligning our approach with strategic excellence—both in our advice and our team.
If you’re driven, commercially minded, and passionate about shaping financial futures, we’d love to hear from you.
The Role: Paraplanner
Join our Menzies Wealth Management team as a Paraplanner and play a vital role in supporting our Financial Planners throughout the entire client journey. A successful candidate will:
- Collaborate seamlessly with Financial Planners and administration teams.
- Conduct rigorous research and prepare FCA-compliant suitability reports tailored to clients’ needs.
- Ensure smooth implementation of recommendations, acting as a client experience advocate while upholding the highest professional standards.
- Offer senior support where requested, maintaining operational excellence.
The ideal candidate will thrive in an environment where accountability, collaboration, and continuous professional development are key.
Key Responsibilities
-
Client Support & Coordination:
- Work closely with Financial Planners and support teams to deliver a seamless, high-quality client experience.
- Own the lifecycle of advice cases, from submission to implementation, while monitoring progress and resolving issues proactively.
- Attend and contribute to client meetings, capturing key information and reinforcing the Financial Planner’s recommendations.
-
Reporting & Analysis:
- Research and craft detailed, FCA-compliant suitability reports across diverse advice areas.
- Compile client data accurately and design clear, actionable recommendations.
- Maintain ** Accuracy & Turnaround – Meeting deadlines consistently while ensuring technical precision.
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- Technical & Operational Skills:
- Conduct product and investment research to support planning objectives.
- Administer and analyse Management Information (MI) reports, ensuring delivery to completion.
- Demonstrate technical fluency in industry software, including:
- IT troubleshooting (identifying data integrity issues, implementing resolutions).
- Training colleagues on new tools and workflows.
Skills, Knowledge & Expertise
A strong candidate will demonstrate:
≥ Essential Requirements
- 3+ years of paraplanning experience (essential).
- Chartered or on final stages towards Chartered level (essential).
- Deep technical proficiency across:
- pensions advice (defined contribution/benefit schemes).
- investment planning (risk profiling, asset allocation).
- tax planning (inheritance, income, capital gains).
- transferable understanding of IFA/PFA fee structures.
- Exceptional customer service—experience in both face-to-face and telephone communication.
- Independence + teamwork: Ability to prioritise and deliver promptly while assisting colleagues.
Desirable Attributes
- Experience working with High-Net-Worth (HNW) clients and complex wealth structures.
- Agency/outsourcing awareness: Menzies operates with a trusted PSL (Preferred Supplier List); Include your brokerage relationships if applying via external routes.
Why Join Menzies?
🌟 A Culture That Thrives on Success
Every member of Menzies contributes to an unparalleled values-driven culture. We’ve been named one of the Best Places to Work (2024, 2025) because:
✕ People First: Agile working, generous leave allowance (13 days off + 4 extra), and welldefined work-life support. ✕ Inspiring Work: No two days are the same. Clients range from high profiles to family-owned businesses. ✕ Collative Expertise: Cross-team projects, senior leadership collaboration, and holistic problem-solving. ✕ Innovation: We pioneer new tech solutions to simplify complexity while setting ourselves apart. ✕ Empathy & Trust: Relationships beyond transactions—ethical, transparent, and enduring.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
🌟 Career Development
- Tailored training and partnerships with FSPAA Learning for Continuing Professional Development (CPD).
- Civilised career coaching to help you navigate your growth.
🌟 Competitive Benefits
- 7% company pension match.
- 8 hours of ad-hoc predominantly unpaid volunteering days per annum + access to community initiatives.
- Enhanced parental package:
- Adoption leave since April 2024.
- Enhanced MP scheme + match.
- Private medical insurance (FCA-compliant).
- Flexible benefits tailored to your needs.
🌟 A Fits-and-Feel Approach
Menzies exists where aspirational advice meets purposeful support. We’re small enough to act fast, but big enough to match top-tier results.
About Menzies Wealth Management
Since 2008, Menzies Wealth Management has grown into a UK revenue leader in financial planning—because complexity deserves clarity. We partner across all your wealth stages: private treasury, trusteeships, statutory holdbacks, retirement cashflow programmes, family administrations and succession planning.
Why we stand out:
- Strategic partnership with Menzies LLP (Chartered Accountants) blends expertise.
- Simple to design solutions for personalised outcomes.
- Insurance linkage: Reputable quasi-insurer coverage with robust governance.
We’re not just financial advisers—we’re your advocate.
How to Apply
We’re excited to hear from you! If you meet the requirements, email your CV without cover letter (linked details will suffice) to [see original]. As outlining in Agency section: Limit responses to PSL suppliers only. Enhanced Discrimination Guidance & Accessibility Requirements apply.
Menzies Wealth Management LLP is not authorised to provide advice on investment or tax matters. Detailed E&O policies apply.
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