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- Tasks: Join a dynamic team to create clear financial documents and support client strategies.
- Company: Orla Rose Associates is a modern, client-focused financial planning firm in London.
- Benefits: Enjoy a competitive salary, hybrid working options, and a supportive team environment.
- Why this job: Be part of impactful financial planning while developing your skills in a collaborative setting.
- Qualifications: Strong understanding of financial planning, excellent communication skills, and experience with compliance frameworks required.
- Other info: Opportunities for professional development and involvement in industry events.
The predicted salary is between 39000 - 46000 £ per year.
2 days ago Be among the first 25 applicants
This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Orla Rose Associates
Location: London (Hybrid working available)
Employment Type: Full-time | Permanent
We’re hiring an experienced Paraplanner to join a modern, client-focused financial planning team based in London. If you have a passion for translating complex financial advice into clear, actionable client documents and enjoy being part of a collaborative, high-performing environment — this could be your next step.
- Write clear, compliant and client-friendly suitability letters.
- Assess client needs and work closely with advisers to shape financial strategies.
- Research and analyse a range of financial planning solutions.
- Produce advice documents across pensions, investments, cashflow modelling, retirement planning, IHT, VCTs, and EISs.
- Support implementation of advice by working alongside administrators.
- Attend client meetings on occasion, particularly for cashflow modelling support.
- Keep client records and research well-maintained within internal systems.
- Contribute to process and proposition improvements.
- Act as a technical point of contact for the team.
- Share best practices and attend industry events for continued development.
- Strong technical understanding across a wide range of financial planning areas.
- Confident working within compliance frameworks and FCA regulations.
- Experience writing suitability reports and conducting research.
- Comfortable using financial planning tools such as Voyant, FE Analytics, MS Office.
- Detail-oriented, articulate and able to manage multiple tasks effectively.
- Excellent written and verbal communication skills.
- Positive and proactive approach, always looking for ways to improve outcomes.
- Competitive salary of £45,000 – £55,000 DOE
- Central London office with flexible hybrid working
- Involvement in high-quality, holistic financial planning
- Supportive and inclusive team environment
Apply now or drop us a message to explore this opportunity further — all conversations are held in confidence.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance
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Paraplanner employer: Orla Rose Associates
Contact Detail:
Orla Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software mentioned in the job description, like Voyant and FE Analytics. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Stay updated on current FCA regulations and compliance frameworks relevant to financial planning. Showing that you have a strong understanding of these areas will highlight your commitment to maintaining high standards in your work.
✨Tip Number 3
Prepare to discuss specific examples of how you've translated complex financial advice into clear, actionable documents in previous roles. This will showcase your ability to communicate effectively, which is crucial for a Paraplanner.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who attend industry events. Building connections can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly your skills in writing suitability reports and using financial planning tools. Emphasise your attention to detail and ability to manage multiple tasks.
Craft a Compelling Cover Letter: In your cover letter, express your passion for translating complex financial advice into clear documents. Mention specific examples of how you've contributed to process improvements or worked collaboratively in a team.
Showcase Technical Skills: Clearly outline your technical understanding of financial planning areas such as pensions, investments, and cashflow modelling. Mention any relevant software you are proficient in, like Voyant or FE Analytics.
Proofread Your Application: Before submitting, thoroughly proofread your application to ensure it is free from errors. Clear and articulate communication is key in this role, so make sure your written materials reflect that.
How to prepare for a job interview at Orla Rose Associates
✨Understand the Role
Make sure you have a solid grasp of what a Paraplanner does. Familiarise yourself with the key responsibilities mentioned in the job description, such as writing suitability letters and conducting research on financial planning solutions.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with financial planning tools like Voyant and FE Analytics. Highlight any specific projects where you've successfully used these tools to support your work.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to answer questions about your understanding of FCA regulations and how you ensure that your work adheres to these standards.
✨Demonstrate Communication Skills
As a Paraplanner, you'll need excellent written and verbal communication skills. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past.
