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- Tasks: Support Financial Advisers by producing high-quality suitability reports and conducting research.
- Company: Boutique IFA in London’s West End, focused on personalised financial planning.
- 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.
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 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 London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant 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 suitability reports and research work. When you get the chance to chat with potential employers, let them see what you can do!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how your experience aligns with their needs, especially in HNW client management.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to highlight your 5+ years of experience and your knowledge of Intelligent Office (IO) when you apply.
We think you need these skills to ace Paraplanner - IFA - Mayfair in 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. This not only shows your professionalism but also reflects the quality of work we expect at StudySmarter.
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’re considered for this exciting opportunity in our boutique firm!
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.
✨Showcase Your Report Writing Skills
Since producing high-quality suitability reports is a key part of the role, prepare to discuss your report writing process. Bring examples if possible, and be ready to explain how you ensure compliance and alignment with client objectives.
✨Familiarise Yourself with Intelligent Office (IO)
As the firm uses Intelligent Office for client records, make sure you're comfortable discussing how you've used it in previous roles. Highlight any specific features you’ve leveraged to improve efficiency or accuracy in your work.
✨Emphasise Client Relationships
This role focuses on HNW and UHNW clients, so be prepared to talk about your experience working with such clients. Share examples of how you've built long-term relationships and tailored advice to meet their unique needs.