Paraplanner
New Today
a leading Financial Planning firm based in central London (WC1).
The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your skills and experience allow. We are also happy to support someone who is interested in developing an area of specialism. The successful Paraplanner will be keen to make a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly. The Role:
Working in a collaborative, client focused team you will work closely with the Financial Planners, supporting them in delivering an exceptional, fully holistic, independent, lifestyle financial planning service to frequently complex, HNW clients. You will be responsible
for building cash flow models in partnership with the Financial Planners, producing recommendations and report writing, supporting with the building, technical research, and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals. Salary and Benefits:
Salary £45-£60,000 (dependant on experience) + option for hybrid working + CPD (study assistance and support in becoming Chartered) + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cover + death in service cover + cycle to work scheme. The Company:
Monenti Partners was established with a mission to set the benchmark for the quality of financial planning that they offer to their clients and the positive outcomes that they deliver for them as a result, taking clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values
Integrity, Diligence, Commitment, Energy and Curiosity
which guide their every action and serve as the standard to which they hold themselves accountable. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence (including VCT, Business Relief, and Investment Solutions). Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews, including portfolio rebalancing and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner,
Skills and Experience: A minimum of 18 months experience in a paraplanning or technical support role within an IFA/wealth management environment. Cii Level 4
Diploma in Regulated Financial Planning (Dip PFS or equivalent) A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling. Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Strong organisational skills with the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn, with the opportunity to progress towards becoming Chartered if you choose to do so (study support will be provided). Dawn OShea is recruiting the Paraplanner directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Banking
