At a Glance
- 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.
- Other info: Opportunities for professional development and involvement in industry events.
- 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.
The predicted salary is between 39000 - 46000 £ per year.
Base pay range
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.
Location: London – Hybrid working available
We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented Paraplanner. This is an exciting opportunity to take a client-facing role where you’ll be at the heart of the advice process, working closely with experienced financial planners to deliver exceptional service to a varied portfolio of clients.
The Role
As a Paraplanner, you will:
- Play an active part in analysing client needs and identifying planning opportunities.
- Prepare for and attend a high number of client meetings, taking detailed notes and managing follow-up actions.
- Build and maintain strong client relationships, acting as a trusted secondary point of contact.
- Research and recommend solutions, preparing clear, compliant suitability letters.
- Produce reports across multiple advice areas, including pensions, investments, retirement income planning, inheritance tax, and alternative investments such as VCTs and EISs.
- Collaborate with administration and planning teams to ensure advice is implemented accurately and efficiently.
- Support business development by contributing ideas to improve processes and client service.
About You
You will have:
- A strong understanding of financial planning and investment products.
- Experience in a paraplanning or associate planning role with regular client interaction.
- The ability to articulate complex advice clearly and concisely.
- Proficiency with financial planning software (Xplan, Voyant, FE Analytics) and Microsoft Office.
- Exceptional attention to detail, organisation, and communication skills.
- A collaborative, proactive, and solution-focused approach.
Why Apply?
- Client-facing – attend meetings and be directly involved in delivering advice.
- Work within a supportive, high-performing team that values professional growth.
- Exposure to diverse and interesting client scenarios, from investment planning to complex tax strategies.
- Competitive salary and excellent benefits package.
If you’re an ambitious financial services professional who enjoys combining technical expertise with client interaction, we’d love to hear from you.
To apply, please send your CV along with your salary expectations and notice period.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
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Paraplanner in London employer: Orla Rose Associates
Orla Rose Associates is an exceptional employer that values relationship-building and client satisfaction within the dynamic Private Markets sector. With a strong emphasis on collaboration, our work culture fosters innovation and personal growth, offering employees ample opportunities to develop their skills in a supportive environment. Located in a vibrant area, we provide a unique blend of professional development and a fulfilling work-life balance, making us an attractive choice for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨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 Orla Rose Associates. 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 in London
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 Orla Rose Associates.
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 Orla Rose Associates'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 Orla Rose Associates
✨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 Orla Rose Associates.
✨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 Orla Rose Associates 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 Orla Rose Associates 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.
