Paraplanner

This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Location: London – Hybrid working available

We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented Paraplanner
. This is an exciting opportunity to take a client-facing role where you’ll be at the heart of the advice process, working closely with experienced financial planners to deliver exceptional service to a varied portfolio of clients.

As a Paraplanner, you will:

• Play an active part in analysing client needs and identifying planning opportunities.
• Prepare for and attend a high number of client meetings, taking detailed notes and managing follow-up actions.
• Build and maintain strong client relationships, acting as a trusted secondary point of contact.
• Research and recommend solutions, preparing clear, compliant suitability letters.
• Produce reports across multiple advice areas, including pensions, investments, retirement income planning, inheritance tax, and alternative investments such as VCTs and EISs.
• Collaborate with administration and planning teams to ensure advice is implemented accurately and efficiently.
• Support business development by contributing ideas to improve processes and client service.

You will have:

• A strong understanding of financial planning and investment products.
• Experience in a paraplanning or associate planning role with regular client interaction.
• The ability to articulate complex advice clearly and concisely.
• Proficiency with financial planning software (Xplan, Voyant, FE Analytics) and Microsoft Office.
• Exceptional attention to detail, organisation, and communication skills.
• A collaborative, proactive, and solution-focused approach.

• Client-facing – attend meetings and be directly involved in delivering advice.
• Work within a supportive, high-performing team that values professional growth.
• Exposure to diverse and interesting client scenarios, from investment planning to complex tax strategies.
• Competitive salary and excellent benefits package.

If you’re an ambitious financial services professional who enjoys combining technical expertise with client interaction, we’d love to hear from you.

To apply, please send your CV along with your salary expectations and notice period.

Mid-Senior level

Full-time

Finance