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- Tasks: Support Financial Advisers by producing reports and conducting research for tailored financial planning.
- Company: Boutique IFA in London’s West End, focused on high-quality client relationships.
- Benefits: Flexible working pattern, professional development support, and a strong reputation in the industry.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real impact on HNW and UHNW clients' financial futures.
- Qualifications: 5+ years of paraplanning experience and strong knowledge of UK financial planning.
The predicted salary is between 45000 - 55000 £ per year.
Working Pattern: 4 days in-office / 1 day flexible
We are 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.
We are seeking an experienced Paraplanner to support Financial Advisers in delivering holistic financial planning solutions. You will be responsible for producing high-quality suitability reports, conducting research, and ensuring all recommendations are compliant and aligned with client objectives.
- 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
- Contribute to cashflow modelling and financial planning where required
Minimum 5 years’ experience in a paraplanning role within an IFA/wealth management firm
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
Experience working with HNW clients
Opportunity to join a high-quality boutique firm with a strong reputation
Support for continued professional development and exams
Paraplanner - IFA - Mayfair in City of London employer: Marlin Selection Recruitment
Contact Detail:
Marlin Selection Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - IFA - Mayfair in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with HNW clients. A personal introduction can make all the difference when landing that dream paraplanner role.
✨Tip Number 2
Showcase your skills! Prepare a portfolio of your best suitability reports and research analyses. When you get the chance to chat with potential employers, having tangible examples of your work can really set you apart from the competition.
✨Tip Number 3
Stay updated on industry trends! Make sure you're clued up on the latest financial products and regulatory changes. This knowledge will not only impress interviewers but also help you provide better support to advisers.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our boutique firm. It shows initiative and enthusiasm, which we value highly in our team.
We think you need these skills to ace Paraplanner - IFA - Mayfair in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Paraplanner role. Highlight your 5+ years of experience in paraplanning, especially with HNW clients, and don’t forget to mention your knowledge of Intelligent Office (IO)!
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 your background aligns with our client-focused approach. Keep it personal and engaging!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. Consider including examples of how your meticulous nature has benefited past employers or clients.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Marlin Selection Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial planning, especially around pensions, investments, and protection. Be ready to discuss specific products and strategies you've worked with in the past, as this will show your expertise and confidence.
✨Tailor Your Suitability Reports
Prepare to talk about your experience in producing high-quality suitability reports. Bring examples of your work that demonstrate your attention to detail and compliance with FCA regulations. This will highlight your ability to meet the firm's standards.
✨Showcase Your Research Skills
Be prepared to discuss how you conduct technical research and analysis. Share specific instances where your research has led to successful client recommendations or financial strategies. This will illustrate your analytical skills and commitment to client objectives.
✨Familiarise Yourself with Intelligent Office
Since the firm uses Intelligent Office (IO), it’s a good idea to familiarise yourself with its features if you haven't already. Mention any relevant experience you have with IO during the interview, as this will demonstrate your readiness to hit the ground running.