Paraplanner

Job description

Our client is looking for an experienced Paraplanner to join their expanding team in London. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Your duties would include:

- Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

- Providing high quality technical, administrative and research support to the Advisers;

- Undertaking whole-of-market research as required, including investments, pensions and protection plans;

- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

- Liaising with the Regulatory & Technical team to ensure the advice is compliant;

- Be able to prioritise work in your queue by liaising with advisers on a regular basis;

- Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

- Building strong and effective working relationships with other teams in the firm and third party product providers;

- Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role;

- Ensuring that all client records and data are maintained accurately and efficiently;

- Participating in ad hoc projects and tasks as and when required.

Knowledge, Skills and Experience

Essential:

- The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;

- Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

- Proficiency in complex report writing;

- Experience liaising with third party providers;

- CII Diploma in Financial Planning (as a minimum);

- Excellent grammar, spelling and punctuation skills;

- Excellent interpersonal and communication skills;

- A high standard of personal organisational and time management skills;

- Experience within Private Wealth Management;

- Experience of working to targeted service standards and procedures;

- A good working knowledge of regulatory requirements;

- Ambitious and goal-orientated;

- Evidence of continual learning and development of skills and knowledge;

- Experience of working unsupervised with a high level of self-motivation;

- Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Desirable:

- Experience of using XPlan or IRESS software;

- Experience of using FE Analytics and Voyant;

- Previous experience dealing with Group Life and Pension Schemes;

- Part FPC/RO/CF qualified;

- Experience of training and people development.

Core Requirements

- Compliance with the Financial Conduct Authority Handbook and that body’s regulations;

- Maintain an understanding of the regulatory environment commensurate with the role;

- Maintain awareness of all risk-related issues and ensure compliance with the Company’s’ standards, policies and procedures;

- Build and maintain effective relationships within the Company;

- Motivate and develop fellow employees;

- Engender a positive and professional working environment that encourages quality staff to join the Company and develop within the business;

- Undertake the working day in accordance with Core Values.

If you are interested in this role then please forward your CV to sam@artemisrecruitment.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

01-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English