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- Tasks: Support financial planners and manage paraplanning tasks in a collaborative environment.
- Company: Established financial planning firm with a relaxed and innovative culture.
- Benefits: Competitive salary, generous holiday, hybrid working, and a supportive team.
- Why this job: Join a progressive firm where your contributions truly matter and grow your career.
- Qualifications: Level 4 qualified with at least two years of paraplanning experience.
- Other info: Enjoy a flexible working culture with opportunities for professional development.
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.
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.
Paraplanner / Technical Administrator 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of the firm’s values. Show them you’re not just about the qualifications but also about being a team player who takes pride in their work. We want to see that passion!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’d be a perfect fit for their team-focused environment.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our dynamic team!
We think you need these skills to ace Paraplanner / Technical Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for paraplanning and how you align with our culture of teamwork and innovation. Let us know why you want to join our firm specifically.
Showcase Your Technical Skills: Since we value technical ability, be sure to mention your experience with systems like IO, Saturn, or Voyant. Give us examples of how you've used these tools to enhance client outcomes in your previous roles.
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!
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 in practice.
✨Show Your Team Spirit
This role is all about collaboration, so be prepared to talk about how you’ve contributed to team success in the past. Share examples of how you’ve supported colleagues or improved processes, as this will resonate well with the firm’s culture of teamwork and accountability.
✨Embrace the Culture
The company values attitude and commitment just as much as qualifications. During the interview, express your passion for paraplanning as a long-term profession and how you align with their values of ownership and innovation. A positive mindset can set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client relationships and how they envision the growth of the paraplanning function. This not only shows your interest in the role but also your eagerness to contribute to the firm’s future.
