Experienced Paraplanner | Graduate Financial Planning Assistant

Posted a week ago by Mulberry Bow

£25,000 - £50,000/annum see job spec
A week ago
Mulberry Bow

Are you seeking a rewarding and challenging role within financial planning? A position where you can work with clients in their best interests?
If so, we would like to hear from you to help us continue our high-quality service, based on trust, where every client is an individual with a complete alignment of interests.

We are a growing boutique financial planning firm, looking for a paraplanner to join our dynamic, hard-working and approachable team looking after HNW clients.

Joining our team would be a chance to work on all aspects of financial planning, being part of a close-knit environment that is growing, has an entrepreneurial mindset and provides varied responsibility and the ability to be empowered beyond the job title.

We require a paraplanner to partner with a Chartered Financial Planner and other team members to provide advice and service to HNW clients (typically £2-15m).

We can consider two avenues:
An experienced career paraplanner with a few years of experience, who enjoys the work and would become a foundation regarding processes/procedures, taking ownership of improving/driving these business areas.
A graduate, ideally with one or two years of foundation experience to build on and looking for their next step. A longer-term move to advising but with the focus on becoming an accomplished paraplanner first.

We are offering a varied role providing support to a Chartered Financial Planner in the following key areas; Tax Planning (ISA, pension contributions, CGT planning), Estate Planning (inheritance tax, trust planning), Investment Advice (asset allocation, review, analyse, recommend, EIS/VCT), Ongoing Portfolio Reviews.

We offer the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and provide first-class support for our clients.

We'll help you to develop both technical and soft skills to enable your success.

Essential Skills


  • 3 years + experience as a paraplanner including research, recommendations and reports within a fast-paced wealth management or IFA environment
  • Level 4 diploma in financial planning or nearing completion.

Graduate FPA:

  • A minimum of B in Maths and English at GCSE level
  • A minimum of 2:1 in a relevant subject (e.g. Maths, Finance, Economics), or equivalent
  • 1 years experience in wealth management or IFA environment
  • Appetite to do CII exams to complete the Diploma if not already

Desirable Skills

  • Experience of intelligent office (IO) but not essential if experienced with other industry systems
  • Well organised, ability to prioritise effectively and has attention to detail. Can handle multiple tasks at the same time
  • Good email/report/letter writing skills, as well as polite/good communicator over the phone
  • Good understanding of Word, Excel & PowerPoint
  • Good initiative and can find a way to get the answer if no one is around
  • Positive attitude, 'can-do' approach
  • Ability to interact with high net worth individuals in a confident, professional and natural manner
  • Graduate-level or equivalent through experience

About Company

We are a boutique financial planning firm based in Holborn Circus. The firm has grown well since inception, predominately through organic referrals which have led to a wide range of clients from entrepreneurs to City professionals such as lawyers and investment bankers.
We operate more of a family office approach, working very closely with accountants and lawyers to ensure the client has the right advice team around them.

We are using a third party to run and organise the response for this advert. Please do not apply directly to us as your application could be missed if it does not go through the right channel.

Paraplanner, Financial Planning Assistant, Assistant Financial Planner, Client Manager, Client Relationship, Financial Planning, Financial Advice, Wealth Management, Graduate Trainee, Junior Paraplanner. Junior Adviser

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