At a Glance
- Tasks: Support Financial Planners in delivering exceptional financial planning services to high-net-worth clients.
- Company: Join MLP Wealth Management, a progressive and award-winning Chartered Financial Planning firm.
- Benefits: Competitive salary, bonus, generous pension, study support, and flexible working options.
- Other info: Collaborative culture prioritising career progression and continuous improvement.
- Why this job: Be part of an exciting growth phase and make a real impact in a new London office.
- Qualifications: Diploma qualified with 18 months' experience in paraplanning or technical support.
Overview
I am recruiting an experienced Paraplanner to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm.
The Opportunity
The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your skills and experience allow. The successful Paraplanner will be keen to make a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly. MLP have been operating in Surrey for over 40 years, but with ambitious growth plans and a reputation for excellence, they have decided to expand into central London (London, SE1). The successful Paraplanner will therefore be joining at an exciting time in the company's growth, with the opportunity to progress your career while making a real impact on the newly established London office.
The Role
Working in a collaborative, client focused team you will work closely with the Financial Planners, supporting them in delivering an exceptional, fully holistic, independent, lifestyle financial planning service to frequently complex, HNW clients. You will be responsible for building cash flow models in partnership with the Financial Planners, producing recommendations and report writing, supporting with the building, technical research, and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
Responsibilities
- Review client fact-finds, risk profiles, objectives, and existing arrangements.
- Undertake cashflow modelling and scenario analysis.
- Prepare technical research and comparisons for advisers.
- Draft suitability reports, recommendation letters, and supporting documentation.
- Ensure all documentation is FCA-compliant and audit-ready.
- Assist with product and platform due diligence (including VCT, Business Relief, and Investment Solutions).
- Respond to file checks and action remedial points.
- Maintain accurate records and audit trails.
- Liaise with advisers, clients, and providers to clarify information and gather documents.
- Support ongoing client reviews, including portfolio rebalancing and fund switch recommendations.
- Address technical queries and provide support to the wider team as required.
Skills and Experience
- A minimum of 18 months' experience in a paraplanning or technical support role within an IFA/wealth management environment.
- Cii Level 4 Diploma in Regulated Financial Planning (Dip PFS or equivalent).
- A good technical knowledge of pensions, investments, protection, tax wrappers etc.
- An aptitude for technology, with experience of cashflow modelling.
- Compliance-focused with excellent attention to detail.
- Excellent written and verbal communication skills.
- High level of numeracy and analytical ability.
- Strong organisational skills with the ability to manage multiple cases.
- A strong relationship builder and collaborative team player with excellent stakeholder management skills.
- Keen to learn, with the opportunity to progress towards becoming Chartered if you choose to do so (study support will be provided).
Salary and Benefits
Salary £45-60,000 (dependant on experience) + bonus + generous pension + continued professional development (study assistance and support in becoming Chartered) + 25 days holiday + bank holidays + private health care + flexible/hybrid working.
Company
MLP Wealth Management are a well-established, award winning, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. FT Adviser have recently listed them as one of the top 50 boutique Financial Adviser firms in the UK and they also rank as one of VouchedFor's top rated Chartered Financial Planning firms. Two brothers took over the business three years ago, bringing with them ambitious goals and a vision to take the company to new heights. They have created a collaborative, close knit team culture, and provide a great place to work, where continuous improvement and career progression is prioritised and where feedback and input in the future direction of the business is encouraged.
Paraplanner in London employer: CV Elite Limited
MLP Wealth Management is an exceptional employer, offering a supportive environment for Paraplanners to thrive and grow their careers. With a strong focus on professional development, including study assistance towards Chartered status, and a collaborative team culture, employees are valued and rewarded for their contributions. Located in the vibrant heart of London, the firm provides a unique opportunity to make a significant impact during an exciting phase of expansion while enjoying competitive benefits and a flexible working arrangement.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with cash flow modelling and technical research. Highlight how you've contributed to previous teams and how you can bring that expertise to MLP Wealth Management.
✨Tip Number 3
Prepare for interviews by researching MLP Wealth Management. Understand their values, growth plans, and what makes them stand out in the industry. This will help you tailor your answers and show that you're genuinely interested in being part of their ambitious team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a progressive firm like MLP Wealth Management. Let's get you that Paraplanner position!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how keen you are to contribute to our ambitious team at MLP Wealth Management. Share why you're excited about the opportunity and how you can make a difference.
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in paraplanning or technical support. We love seeing how your skills align with what we’re looking for, so don’t hold back on showcasing your achievements!
Be Clear and Concise:In your written application, clarity is key! Use straightforward language and get straight to the point. We appreciate well-structured applications that are easy to read, so keep it professional but don’t be afraid to let your personality come through.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at CV Elite Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and tax wrappers. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully supported financial planners or managed complex cases. This will help demonstrate your ability to contribute to MLP Wealth Management's collaborative environment.
✨Ask Insightful Questions
Come prepared with questions about the company's growth plans and how they support career progression. This shows that you're invested in the firm's future and eager to be a part of it.
✨Demonstrate Attention to Detail
Since compliance and accuracy are crucial in this role, be ready to discuss how you ensure your work is FCA-compliant and audit-ready. Highlight any systems or processes you use to maintain high standards.
