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- Tasks: Support financial planners and manage paraplanning tasks in a dynamic team environment.
- Company: Established financial planning firm with a relaxed, collaborative culture.
- Benefits: Competitive salary, generous holiday allowance, hybrid working, and professional development.
- Why this job: Join a progressive firm where your contributions directly impact client experiences.
- Qualifications: Level 4 qualified with at least two years of paraplanning or technical experience.
- Other info: Opportunity for career growth and influence as the firm expands.
The predicted salary is between 34000 - 51000 £ per year.
An established, independent financial planning firm in North London is looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborative culture.
The business:
- Circa 140 client households
- Around 25 new clients onboarded each year
- Affluent, relationship-led client base
- High-touch financial planning model
- Quality of advice and client outcomes sit at the centre of everything.
The opportunity:
Working closely with the advice team, you will support two Chartered Financial Planners, one of whom is the Managing Director and a newly qualified Financial Planner / Relationship Manager. You will take ownership across paraplanning and technical delivery while also supporting some general administration within a small, team-focused environment. You will be involved in the full advice process, attending meetings, supporting client delivery, and helping maintain high standards across the business. As the firm grows, there will be an opportunity to help build out the paraplanning function, taking increasing responsibility and influence over time. You will also be supported by an external retained paraplanner who will assist with your transition, helping you learn internal procedures and processes. This individual is not being replaced and will remain engaged by the practice to provide ongoing technical support and guidance.
Culture and mindset:
Technical ability, qualifications, and experience are important. But attitude and commitment matter more. The firm is seeking someone who takes pride in their work, values accountability, and sees paraplanning as a long-term profession. This is an environment where:
- Ownership is expected
- Team contribution matters
- Ideas are welcomed
- Technology and innovation are embraced
- Everyone plays a role in improving delivery
- Attitude is reflected in how people work, support colleagues, and approach clients.
Candidate profile:
- Level 4 qualified
- Minimum two years’ paraplanning or technical experience
- Comfortable producing suitability reports
- Strong grounding across core planning areas
- System experience preferred including IO, Saturn, Voyant, Microsoft, and Transact
- Most importantly, candidates must want to be part of a team, not just perform a function.
Package and working pattern:
- Salary £40,000 – £60,000
- Bonus and benefits 5%
- 5% matching pension
- Generous holiday allowance
- Two-week Christmas shutdown (in addition to annual leave)
- Birthday leave
- Death in Service & Private Healthcare
- Hybrid working once established
- Early Friday finish
- Flexible, supportive working culture
- Hours Mon – Thurs 9-5, Fri 9-3
This is an opportunity to join a progressive financial planning firm where paraplanners are valued, trusted, and central to the client experience, with genuine scope to grow as the business evolves. Confidential enquiries are welcome.
Paraplanner / Technical Administrator in London employer: The FIMS Consultancy
Contact Detail:
The FIMS Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Technical Administrator in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. Think about how you can showcase your technical skills and your ability to work within a team. Remember, they want to see your attitude and commitment just as much as your qualifications!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that fit your profile. Tailor your approach to show how you can contribute to their culture of ownership and teamwork.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re a great fit for their team-focused environment. Keep the conversation going!
We think you need these skills to ace Paraplanner / Technical Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Lifestyle Paraplanner role. Highlight your technical abilities and any relevant qualifications, as we want to see how you can contribute to our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality! Share why you're passionate about paraplanning and how you align with our values. We love seeing candidates who take pride in their work and value teamwork.
Showcase Your Experience: When detailing your experience, focus on specific examples that demonstrate your ability to produce suitability reports and support client delivery. We’re looking for someone who can hit the ground running and help maintain our high standards.
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 don’t miss out on any important updates from our team during the process!
How to prepare for a job interview at The FIMS Consultancy
✨Know Your Stuff
Make sure you brush up on your technical knowledge and experience in paraplanning. Be ready to discuss your familiarity with suitability reports and the core planning areas mentioned in the job description. This shows that you’re not just a fit on paper but also have the practical skills to back it up.
✨Show Your Team Spirit
This firm values collaboration, so be prepared to share examples of how you've contributed to team success in the past. Highlight any experiences where you’ve taken ownership of a project or supported colleagues, as this aligns perfectly with their culture of teamwork and accountability.
✨Embrace the Culture
Familiarise yourself with the company’s relaxed yet professional environment. During the interview, express your enthusiasm for being part of a team that values ideas and innovation. Mention how you can contribute to improving delivery and client outcomes, which is at the heart of their operations.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the role and the company. Inquire about the growth opportunities within the paraplanning function or how they integrate technology into their processes. This not only shows your genuine interest but also helps you assess if the company is the right fit for you.
