At a Glance
- Tasks: Support Advisers with cash flow modelling and suitability reports for high-net-worth clients.
- Company: Growing SME Financial Planning company with a focus on career development.
- Benefits: Hybrid working, flexible hours, and opportunities for professional growth.
- Other info: Minimum of 2 days in the office; ideal for organised individuals with strong communication skills.
- Why this job: Join a dynamic team and work on complex financial cases that make a real difference.
- Qualifications: CII Level 4 diploma required; working towards Chartered status preferred.
The predicted salary is between 30000 - 50000 £ per year.
The range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
An exceptional opportunity has arisen for an experienced Paraplanner to join a highly respected, award‑winning wealth management practice that specialises in advising high net worth and ultra‑high net worth clients.
This company has built an outstanding reputation for its investment proposition, technical excellence, and exceptional client service. With offices across the UK, they work with sophisticated clients requiring highly technical, tax‑efficient financial planning solutions. The firm prides itself on professionalism and the quality of advice it delivers, supported by a highly qualified technical team where the majority hold Chartered status.
Due to continued growth, they are seeking a career Paraplanner who is passionate about technical excellence and wants to be part of a team that handles complex, high‑value cases for discerning clients.
The Role
As Paraplanner, you will provide technical support to the advisory team, working on a diverse range of complex cases for high‑net‑worth clients. This is a role for someone who thrives on technical challenges and wants to develop their expertise in sophisticated financial planning.
Key responsibilities include:
- Preparing comprehensive suitability reports and recommendations for high‑net‑worth clients
- Conducting research and analysis across investments, pensions, retirement planning, and cashflow modelling
- Supporting annual reviews, top‑ups, and ongoing client servicing
- Working on tax‑efficient planning including EIS, VCT, and Business Relief strategies
- Providing technical support on estate planning, trusts, and inheritance tax planning
- Ensuring all recommendations are compliant, well‑documented, and of the highest quality
- Collaborating with a highly qualified technical team to deliver exceptional client outcomes
What's Required
- Proven paraplanning experience working with high net worth clients
- Minimum Level 4 Diploma in Regulated Financial Planning (ideally Level 6 or equivalent)
- Experience across annual reviews, top‑ups, retirement planning, cashflow modelling, and pension planning
- Strong technical knowledge and attention to detail
- Excellent written communication skills with the ability to produce high‑quality suitability reports
- A genuine passion for paraplanning as a career rather than a stepping stone to advice
- Chartered status or working towards it
- Experience of tax‑led planning (EIS, VCT, Business Relief)
- Knowledge of estate planning, trusts, and inheritance tax planning
- Experience working with complex, high‑value cases
Why Join?
- Work with a highly qualified, technical team (majority Chartered Fellows and Diploma qualified)
- Handle complex, intellectually stimulating cases for high‑net‑worth clients with large investable assets
- Join a company with an outstanding reputation for investment expertise and client service
- Benefit from exposure to sophisticated tax planning, estate planning, and trust work
- Opportunity to develop your technical skills alongside experienced professionals
- Hybrid working with minimum 2 days per week in the office
- Excellent career development and exam support for those pursuing further qualifications
The Package
- Competitive salary: £50,000 - £55,000 (based on experience and qualifications)
- Attractive bonus paid annually
- Hybrid working (minimum 2 days per week in office)
- Exam support and professional development opportunities
If you're an experienced Paraplanner looking for a role where you can work on complex, high‑value cases and develop your technical expertise alongside a highly qualified team with a great culture, we'd love to hear from you.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Research, Writing/Editing, and Strategy/Planning
Referrals increase your chances of interviewing at Nigel James Associates Ltd by 2x
Stonehaven, Scotland, United Kingdom
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Paraplanner employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic work culture that prioritises professionalism and collaboration. Located in the heart of London, employees benefit from a competitive salary package, robust support for professional development, and the opportunity to work with high-net-worth clients on intricate financial planning challenges. This role not only allows for personal growth but also fosters a collegial environment where teamwork and innovation thrive.
Contact Details:
Nigel James Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Nigel James Associates Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Nigel James Associates Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Nigel James Associates Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Nigel James Associates Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Nigel James Associates Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Nigel James Associates Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Nigel James Associates Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
