Paraplanner (London) UK’s largest and most successful independently owned wealth management firm

Wealth Management
£33,000 to £39,000 Per Annum
Central London
Contract Type:

Pay and Benefits

•       Salary £33,000 to £39,000 depending on experience

•       Discretionary annual bonus

•       Contributory pension scheme

•       Private Medical Insurance

•       4 x Death in Service Life cover

•       Permanent Health Insurance

•       Interest free season ticket loan


Essential Experience

•       Qualified to Diploma Level 

•       The ability to work with advisers to extract the information required to prepare financial plans and recommendations

•       General knowledge of the products available in the wider market and how to assess the suitability of these products

•       The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation

•       The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required

•       An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.

•       Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

•       The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client’s circumstances

•       A good understanding of compliance issues and how these affect the advice and suitability process.

•       Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

•       Ability to work as part of a team as well as on your own initiative

•       Ability to critically evaluate information, probe and challenge the facts

•       A flexible and adaptable attitude towards work

•       Ability to work accurately and in accordance with procedures

•       Excellent time management, ability to meet deadlines

•       Experience of Microsoft Word, Excel, Outlook and provider platforms

•       To help provide solutions to clients needs and give them a service which surpasses their expectations

•       Dealing with day to day client and provider enquiries

•       Preparing for client meetings including checking that all compliance paperwork is present.

•       Attending client meetings and taking minutes

•       Analysing and interpreting data obtained during client meetings


•       Analysing client’s existing products to determine whether they meet the client’s current objectives

•       Undertaking fund performance comparisons

•       Preparing product comparisons and analysing comparison illustrations 

•       Completing the FCA pension switching and replacement product templates

•       Preparing cashflow plans using Voyant Software

•       Preparing draft recommendation reports in line with the Company’s compliance procedures  ?

•       Delegating administrative tasks and ensuring work is correctly completed

•       Maintaining client files in line with Company standards

•       Liaising with the Compliance department to ensure all compliance procedures have been followed

•       Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures

•       Building and maintaining client relationships through face to face and written/telephone communication