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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 employer: Marlin Selection Ltd
Contact Detail:
Marlin Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - IFA
✨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 during interviews and demonstrate your expertise in financial planning.
✨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 and the clients you'll be working with.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your experience with HNW clients and your knowledge of Intelligent Office (IO) to catch our eye.
We think you need these skills to ace Paraplanner - IFA
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 passionate about financial planning and how your background aligns with our boutique firm's values. Be sure to mention your familiarity with Intelligent Office and any relevant qualifications.
Showcase Your Attention to Detail: Since this role is detail-oriented, provide examples in your application that demonstrate your analytical skills and meticulousness. Whether it’s through past projects or specific tasks, let us see your precision!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
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 regulations and compliance standards, as well as the specific financial products relevant to the role. This will show that you're not just a candidate, but someone who truly understands the industry.
✨Showcase Your Report Writing Skills
Since producing high-quality suitability reports is a key part of the job, be prepared to discuss your report writing experience. Bring examples of your previous work or be ready to explain how you approach creating detailed and compliant reports. This will demonstrate your attention to detail and analytical skills.
✨Familiarity with Intelligent Office (IO)
As this role requires using Intelligent Office, make sure you’re comfortable discussing your experience with it. If you’ve used similar tools, mention those too! Being able to talk about how you maintain accurate client records and workflows will give you an edge.
✨Engage with the Interviewers
Don’t just wait for questions; engage with your interviewers! Ask them about their experiences working with HNW clients or how they approach financial planning. This shows your proactive nature and helps build rapport, making you a memorable candidate.