At a Glance
- Tasks: Support Financial Planners in delivering exceptional financial planning services to clients.
- Company: Join Monenti Partners, a leading financial planning firm in central London.
- Benefits: Competitive salary, hybrid working, study support, and generous holiday allowance.
- Other info: Collaborative team culture focused on integrity, diligence, and commitment.
- Why this job: Make a real impact while progressing your career in a supportive environment.
- Qualifications: Diploma qualified with at least 18 months experience in paraplanning.
The predicted salary is between 39000 - 52000 £ per year.
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1).
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. We are also happy to support someone who is interested in developing an area of specialism. 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.
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.
Salary and Benefits: Salary £45-£60,000 (dependant on experience) + option for hybrid working + CPD (study assistance and support in becoming Chartered) + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cover + death in service cover + cycle to work scheme.
The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning that they offer to their clients and the positive outcomes that they deliver for them as a result, taking clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values: Integrity, Diligence, Commitment, Energy and Curiosity which guide their every action and serve as the standard to which they hold themselves accountable.
Responsibilities include:
- 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).
Dawn O'Shea is recruiting the Paraplanner directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.
Paraplanner employer: CV Elite Ltd
CV Elite Ltd is an excellent employer that values flexibility and teamwork, making it a great place for individuals looking to grow in the recruitment and onboarding field. Located in the charming village of Bishop Sutton, employees benefit from a supportive work culture that encourages professional development and offers opportunities to engage with the community through job fairs and training sessions. Join us to be part of a dynamic team where your contributions are recognised and valued.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. Think about how your experience aligns with what Monenti Partners is looking for. Show them you’re not just a fit for the role, but that you’re excited about their mission and values!
✨Tip Number 3
Don’t forget to showcase your skills! Bring along examples of your cash flow models or reports to demonstrate your technical abilities during interviews. This will help you stand out and show you’re ready to hit the ground running.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Monenti Partners and being part of their ambitious team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your Diploma qualifications and any relevant experience in paraplanning or technical support. We want to see how your skills align with what Monenti Partners is looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to the team. Don’t forget to mention your eagerness to progress towards becoming Chartered – it shows ambition!
Showcase Your Technical Skills:Since the role involves cash flow modelling and technical research, make sure to highlight your experience with these tasks. We love seeing examples of how you've tackled complex client needs in the past, so don’t hold back!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at CV Elite Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around 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 handled complex client needs. This will help demonstrate your ability to contribute to the team at Monenti Partners right from the start.
✨Ask Insightful Questions
Come prepared with questions that show your curiosity about the firm’s values and how they align with your career goals. Asking about their approach to client relationships or opportunities for specialisation can highlight your commitment to growth.
✨Demonstrate Team Spirit
Since the role involves working closely with Financial Planners and clients, emphasise your collaborative skills. Share examples of how you've successfully worked in a team environment and contributed to achieving common goals.
