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- Tasks: Support Financial Advisers by producing detailed reports and conducting financial research.
- Company: Boutique IFA in London’s West End, focused on high-quality client relationships.
- Benefits: Competitive salary, professional development support, and a collaborative work environment.
- Other info: Opportunity for career growth and close collaboration with leadership.
- Why this job: Join a reputable firm and make a real impact on clients' financial journeys.
- Qualifications: 3+ years in paraplanning, Level 4 Diploma, and strong knowledge of UK financial planning.
The predicted salary is between 45000 - 55000 £ per year.
Location: West End, London
Working Pattern: 4 days in-office / 1 day flexible
Salary: Competitive + benefits (dependent on experience)
The Company
A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. The firm specialises in delivering high-quality, tailored financial planning to HNW and UHNW clients, with a strong emphasis on long-term relationships and personalised advice.
The Role
We are seeking an experienced Paraplanner to support Financial Advisers in delivering holistic financial planning solutions. This is a technical, detail-oriented role suited to someone who enjoys working closely with advisers and playing a key part in the client journey.
You will be responsible for producing high-quality suitability reports, conducting research, and ensuring all recommendations are compliant and aligned with client objectives.
Key Responsibilities
- Prepare detailed suitability reports across pensions, investments, and protection
- Conduct technical research and analysis of financial products and providers
- Assist advisers in developing client recommendations and financial strategies
- Analyse client information including income, assets, liabilities, and risk profiles
- Ensure all work meets FCA regulatory requirements and internal compliance standards
- Use Intelligent Office (IO) to maintain accurate client records and workflows
- Liaise with advisers, administrators, and providers to support the end-to-end advice process
- Contribute to cashflow modelling and financial planning where required
Requirements
- Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm
- Level 4 Diploma (CII) or equivalent paraplanning qualification (essential)
- Strong working knowledge of Intelligent Office (IO)
- Solid understanding of UK financial planning, including pensions, investments, and protection
- Excellent report writing and attention to detail
- Strong organisational and time management skills
- Experience working with HNW clients
- Exposure to cashflow modelling tools (e.g. Voyant, Truth)
- Progress toward Chartered status
Personal Attributes
- Highly detail-oriented and analytical
- Proactive and able to work independently
- Strong communication skills with the ability to liaise effectively with advisers/clients
- Professional and client-focused mindset
What’s on Offer
- Opportunity to join a high-quality boutique firm with a strong reputation
- Close working relationship with CEO/MD
- Support for continued professional development and exams
- Collaborative and professional working environment in the West End
Paraplanner - IFA in London employer: Marlin Selection Ltd
Contact Detail:
Marlin Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - IFA in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Showcase your skills! Prepare a portfolio of your best work, including suitability reports and any research you've conducted. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how your experience aligns with the needs of the IFA sector.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to highlight your experience with Intelligent Office and your understanding of UK financial planning.
We think you need these skills to ace Paraplanner - IFA in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your experience in producing suitability reports and working with HNW clients, as these are key aspects of the job.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our boutique firm. Share specific examples of how you've supported advisers and contributed to client journeys in your previous roles.
Showcase Your Technical Skills: Since this role is detail-oriented, emphasise your proficiency with Intelligent Office (IO) and any cashflow modelling tools you've used. We want to see that you can hit the ground running!
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Marlin Selection Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Familiarise yourself with the latest trends and regulations in UK financial planning. This will not only help you answer technical questions but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Paraplanner. Discuss how you've produced suitability reports, conducted research, or worked with HNW clients. This will demonstrate your capability and give the interviewers confidence in your skills.
✨Get Comfortable with Intelligent Office
Since the role requires strong knowledge of Intelligent Office (IO), make sure you’re familiar with its functionalities. If you can, practice using it before the interview. Being able to discuss how you've used IO in your previous roles will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and their financial planning strategies. This shows that you’re not just interested in the job, but also in how you can contribute to their success and align with their values.