At a Glance
- Tasks: Support Financial Advisers by producing detailed reports and conducting financial research.
- Company: Boutique Independent Financial Adviser 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 of paraplanning experience and Level 4 Diploma or equivalent qualification.
The predicted salary is between 40000 - 50000 € per year.
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 personalized advice.
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
- 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
- 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
- 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 in London employer: Marlin Selection
Join a prestigious boutique Independent Financial Adviser in London's vibrant West End, where you will thrive in a collaborative and professional environment. With a strong focus on employee growth, we offer support for continued professional development and exams, ensuring you can advance your career while delivering tailored financial solutions to HNW and UHNW clients. Enjoy a competitive salary and benefits package, all while being part of a firm that values long-term relationships and personalised advice.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner 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 during interviews and demonstrate your expertise.
✨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 firm.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which we value highly.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your 3+ years of paraplanning experience and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our boutique firm. Share your passion for financial planning and how you can contribute to our client-focused approach.
Showcase Your Attention to Detail:Since this role is all about producing high-quality reports and ensuring compliance, make sure to demonstrate your attention to detail in your application. A well-structured and error-free submission speaks volumes!
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 West End office.
How to prepare for a job interview at Marlin Selection
✨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 a knowledgeable professional ready to contribute.
✨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 process. Bring examples of your previous work if possible, and be ready to explain how you ensure accuracy and compliance in your reports. This will demonstrate your attention to detail and professionalism.
✨Be Ready to Discuss Client Relationships
This role involves working closely with advisers and clients, so be prepared to talk about your experience with HNW clients. Share examples of how you've built relationships and contributed to the client journey. Highlight your communication skills and proactive approach to problem-solving.
✨Familiarise Yourself with Intelligent Office
Since the role requires using Intelligent Office (IO), make sure you know the ins and outs of this software. If you have experience with it, be ready to discuss how you've used it to maintain client records and workflows. If not, do some research to understand its functionalities and how it can streamline the paraplanning process.
