Paraplanner

The Private Office
London

Are you a Diploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

  • Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
  • Providing high quality technical, administrative and research support to the Advisers;
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans;
  • Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant;
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis;
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
  • Building strong and effective working relationships with other teams in the firm and third party product providers;
  • Attending and contributing to meetings – both internal and external
  • Ensuring that all client records and data are maintained accurately and efficiently;
  • Participating in ad hoc projects and tasks as and when required.

Benefits

  • True hybrid working model
  • Company discretionary bonus scheme;
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
  • Company Pension scheme;
  • Private Healthcare*;
  • Group Income Protection;
  • Life Assurance;
  • Eye Care Scheme;
  • Wellbeing programme;
  • Bike to Work Scheme;
  • Full support with professional qualifications;

*after qualifying period

Key Skills & Experience

  • CII Diploma in Financial Planning (as a minimum);
  • The ability to produce comprehensive, accurate, and clear recommendation reports ;
  • Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
  • Proficiency in complex report writing;
  • Experience liaising with third party providers;
  • Excellent grammar, spelling and punctuation skills;
  • Excellent interpersonal and communication skills;
  • A high standard of personal organisational and time management skills;
  • Experience within Private Wealth Management;
  • Experience of working to targeted service standards and procedures;
  • A good working knowledge of regulatory requirements;
  • Ambitious and goal-orientated;
  • Evidence of continual learning and development of skills and knowledge;
  • Experience of working unsupervised with a high level of self-motivation;
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
Posted 2026-06-19

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