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- Tasks: Support financial planners and manage paraplanning tasks in a collaborative environment.
- Company: Dynamic financial planning firm in North London with a relaxed culture.
- Benefits: Competitive salary, generous holiday, hybrid working, and a supportive team.
- Why this job: Join a progressive firm where your contributions truly matter and grow your career.
- Qualifications: Level 4 qualified with at least two years of paraplanning experience.
- Other info: Enjoy a flexible working culture with opportunities for professional development.
The predicted salary is between 34000 - 51000 £ per year.
An established, independent financial planning firm in North London is looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborative culture.
The business:
- Circa 140 client households
- Around 25 new clients onboarded each year
- Affluent, relationship-led client base
- High-touch financial planning model
- Quality of advice and client outcomes sit at the centre of everything.
The opportunity:
Working closely with the advice team, you will support two Chartered Financial Planners, one of whom is the Managing Director and a newly qualified Financial Planner / Relationship Manager. You will take ownership across paraplanning and technical delivery while also supporting some general administration within a small, team-focused environment. You will be involved in the full advice process, attending meetings, supporting client delivery, and helping maintain high standards across the business. As the firm grows, there will be an opportunity to help build out the paraplanning function, taking increasing responsibility and influence over time. You will also be supported by an external retained paraplanner who will assist with your transition, helping you learn internal procedures and processes.
Culture and mindset:
Technical ability, qualifications, and experience are important. But attitude and commitment matter more. The firm is seeking someone who takes pride in their work, values accountability, and sees paraplanning as a long-term profession. This is an environment where:
- Ownership is expected
- Team contribution matters
- Ideas are welcomed
- Technology and innovation are embraced
- Everyone plays a role in improving delivery
- Attitude is reflected in how people work, support colleagues, and approach clients.
Candidate profile:
- Level 4 qualified
- Minimum two years paraplanning or technical experience
- Comfortable producing suitability reports
- Strong grounding across core planning areas
- System experience preferred including IO, Saturn, Voyant, Microsoft, and Transact
- Most importantly, candidates must want to be part of a team, not just perform a function.
Package and working pattern:
- Salary £40,000 - £60,000 + Bonus and benefits
- 5% + 5% matching pension
- Generous holiday allowance
- Two-week Christmas shutdown (in addition to annual leave)
- Birthday leave
- Death in Service & Private Healthcare
- Hybrid working once established
- Early Friday finish
- Flexible, supportive working culture
Hours: Mon - Thurs 9-5, Fri 9-3. This is an opportunity to join a progressive financial planning firm where paraplanners are valued, trusted, and central to the client experience, with genuine scope to grow as the business evolves. Confidential enquiries are welcome.
Paraplanner / Technical Administrator employer: Career Poster
Contact Detail:
Career Poster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Technical Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get involved in industry events or webinars. These are great places to meet potential employers and show off your knowledge. Plus, it’s a fab way to learn about the latest trends in paraplanning and make yourself stand out.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications with a friendly email or call. It shows you’re genuinely interested and can help keep your name fresh in their minds. We all love a bit of persistence!
✨Tip Number 4
Check out our website for the latest job openings. We’re always looking for talented individuals like you to join our team. Applying directly through us can give you a better chance of landing that dream role!
We think you need these skills to ace Paraplanner / Technical Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Lifestyle Paraplanner. We want to see how your skills align with our values and the specific requirements of the role.
Showcase Your Technical Skills: Since technical ability is key, don’t forget to mention your experience with systems like IO, Saturn, and Voyant. We love seeing candidates who can demonstrate their proficiency in these areas!
Emphasise Team Spirit: We’re all about collaboration here at StudySmarter, so make sure to highlight any experiences where you’ve worked effectively in a team. Show us that you’re not just looking to perform a function but to contribute to a thriving team environment.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Career Poster
✨Know Your Stuff
Make sure you brush up on your technical knowledge and experience in paraplanning. Be ready to discuss your familiarity with suitability reports and the core planning areas mentioned in the job description. This will show that you’re not just a fit on paper but also in practice.
✨Show Your Team Spirit
Since the firm values teamwork, be prepared to share examples of how you've contributed to team success in previous roles. Highlight instances where you’ve collaborated with others or taken ownership of projects, as this aligns with their culture of accountability and contribution.
✨Embrace the Culture
Familiarise yourself with the company’s relaxed yet professional environment. During the interview, express your enthusiasm for being part of a collaborative culture and how you can contribute to improving delivery and embracing innovation within the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the firm’s future growth. Inquire about how they envision the paraplanning function evolving and what opportunities there are for professional development. This shows your genuine interest in the position and your long-term commitment to the profession.
