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For Companies At a Glance
- Tasks: Join a dynamic team to create clear financial documents and support client strategies.
- Company: Orla Rose Associates is a modern, client-focused financial planning firm in London.
- Benefits: Enjoy a competitive salary, hybrid working options, and a supportive team environment.
- Why this job: Be part of impactful financial planning while developing your skills in a collaborative setting.
- Qualifications: Strong understanding of financial planning, excellent communication skills, and experience with compliance frameworks required.
- Other info: Opportunities for professional development and involvement in industry events.
The predicted salary is between 39000 - 46000 £ per year.
Base pay range
This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Location: London – Hybrid working available
We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented Paraplanner. This is an exciting opportunity to take a client-facing role where you’ll be at the heart of the advice process, working closely with experienced financial planners to deliver exceptional service to a varied portfolio of clients.
The Role
As a Paraplanner, you will:
- Play an active part in analysing client needs and identifying planning opportunities.
- Prepare for and attend a high number of client meetings, taking detailed notes and managing follow-up actions.
- Build and maintain strong client relationships, acting as a trusted secondary point of contact.
- Research and recommend solutions, preparing clear, compliant suitability letters.
- Produce reports across multiple advice areas, including pensions, investments, retirement income planning, inheritance tax, and alternative investments such as VCTs and EISs.
- Collaborate with administration and planning teams to ensure advice is implemented accurately and efficiently.
- Support business development by contributing ideas to improve processes and client service.
About You
You will have:
- A strong understanding of financial planning and investment products.
- Experience in a paraplanning or associate planning role with regular client interaction.
- The ability to articulate complex advice clearly and concisely.
- Proficiency with financial planning software (Xplan, Voyant, FE Analytics) and Microsoft Office.
- Exceptional attention to detail, organisation, and communication skills.
- A collaborative, proactive, and solution-focused approach.
Why Apply?
- Client-facing – attend meetings and be directly involved in delivering advice.
- Work within a supportive, high-performing team that values professional growth.
- Exposure to diverse and interesting client scenarios, from investment planning to complex tax strategies.
- Competitive salary and excellent benefits package.
If you’re an ambitious financial services professional who enjoys combining technical expertise with client interaction, we’d love to hear from you.
To apply, please send your CV along with your salary expectations and notice period.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
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Paraplanner employer: Orla Rose Associates
Contact Detail:
Orla Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software mentioned in the job description, like Voyant and FE Analytics. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Stay updated on current FCA regulations and compliance frameworks relevant to financial planning. Showing that you have a strong understanding of these areas will highlight your commitment to maintaining high standards in your work.
✨Tip Number 3
Prepare to discuss specific examples of how you've translated complex financial advice into clear, actionable documents in previous roles. This will showcase your ability to communicate effectively, which is crucial for a Paraplanner.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who attend industry events. Building connections can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly your skills in writing suitability reports and using financial planning tools. Emphasise your attention to detail and ability to manage multiple tasks.
Craft a Compelling Cover Letter: In your cover letter, express your passion for translating complex financial advice into clear documents. Mention specific examples of how you've contributed to process improvements or worked collaboratively in a team.
Showcase Technical Skills: Clearly outline your technical understanding of financial planning areas such as pensions, investments, and cashflow modelling. Mention any relevant software you are proficient in, like Voyant or FE Analytics.
Proofread Your Application: Before submitting, thoroughly proofread your application to ensure it is free from errors. Clear and articulate communication is key in this role, so make sure your written materials reflect that.
How to prepare for a job interview at Orla Rose Associates
✨Understand the Role
Make sure you have a solid grasp of what a Paraplanner does. Familiarise yourself with the key responsibilities mentioned in the job description, such as writing suitability letters and conducting research on financial planning solutions.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with financial planning tools like Voyant and FE Analytics. Highlight any specific projects where you've successfully used these tools to support your work.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to answer questions about your understanding of FCA regulations and how you ensure that your work adheres to these standards.
✨Demonstrate Communication Skills
As a Paraplanner, you'll need excellent written and verbal communication skills. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past.
