D’Arblay Wealth is an independent advisory firm providing strategic financial planning, wealth structuring and investment advice. We are a small team focusing on providing advice to High-Net-Worth individuals.
Based in London, our success lies in our approach: providing clear, objective advice based on individual needs.
Our team of advisers take the time to truly listen to our clients, build lasting relationships and help them to manage their wealth intelligently.
We work with individuals, families and other professional advisers on a range of issues, including UK and international pensions, investment advice, estate planning and IHT, life insurance, general financial health checks, cash management services and more.
We are part of Hybrid Advice, and chose to partner with the group in 2024 so we could benefit from the central support to help us grow our business.
We are looking for a highly experienced paraplanner to join our team and work alongside our advisers.
About you
You will have at least five years’ experience as a paraplanner and be qualified to Chartered or Fellowship level.
Ideally you will be familiar with arrangements such as family investment companies, offshore trusts and international pensions, in addition to the more typical financial planning product solutions.
You will also have had experience of working with clients in meetings or by phone or email. We encourage all members of our team to have direct engagement with clients so it is preferred if this is something you enjoy as part of your role or would like to have more of.
Due to the nature of the work we undertake, our advice is often niche and highly technical. This is therefore a great opportunity for a paraplanner to take the next step in their career to broaden their knowledge whilst being fully supported by our existing team.
You will be a dynamic individual with a positive and commercial attitude who also has a conscientious work ethic and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm, with exposure to more detailed technical work.
Whilst already being highly qualified, you may want to pursue further study and qualifications, and we will support you in this as we actively encourage our team to progress their careers.
Compensation will be agreed with the successful candidate in line with their experience, to include salary, potential bonus and benefits. We operate a flexible working policy including variable hours and splitting time between attendance at the office and remote working.
About the role
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets.
- Preparing for and participating in client meetings.
- Providing technical resource to the adviser team.
- Answering client queries by phone or email.
- Contributing to our marketing materials and attending the occasional client event to represent the firm.
- Acting as an effective point of liaison between adviser and support teams.
- Contributing to the continued improvement of the client experience and the firm’s knowledge base.
Main competencies needed for the role
- Client focus—Always thinking of the client and creating solutions that will work for them. Really understanding the client’s situation and preferences.
- Analytical thinking—Relentlessly seeking solutions and an ability to sift through multiple options to find the answer. Ability, sometimes under pressure, to create high quality and accurate work. Taking ownership of the output and crafting work of genuine quality that reassures our clients we have understood them.
- Relationship building—Ability to work with clients, team members and third parties and build strong and lasting business relationships. Able to see multiple points of view and flex communication style depending on the audience or message.
- Prioritisation—Ability in a busy environment to manage own workload without the need for external guidance. Checking in with stakeholders as to their expectations and delivering to deadlines consistently.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
