Paraplanner

3 weeks ago


London Area, United Kingdom Orla Rose Associates Full time

Junior Paraplanner – Wealth Management

Location: London

Salary: £35,000 - £38,000

Employment Type: Full-Time | Hybrid Working (3 days in the office)

The Opportunity

A well-established and highly regarded wealth management firm is seeking a Junior Paraplanner to join their team. This role is ideal for a detail-oriented and organised professional with at least one year of experience in wealth management, looking to develop their career in financial planning. You will play a key role in supporting advisers, managing client relationships, and ensuring the smooth operation of the advisory practice.

Key Responsibilities

Client Relationship Management

  • Act as the first point of contact for client queries.
  • Maintain and update client records.
  • Assist with client onboarding, ensuring all necessary documentation is collected and processed.
  • Arrange client meetings and reviews.

Paraplanning & Research

  • Conduct fund research and analysis.
  • Prepare suitability reports for clients.
  • Analyse and document client data within internal systems.
  • Support advisers in understanding client needs and managing expectations.

Administrative & Compliance Support

  • Perform data entry and maintain accurate financial records.
  • Liaise with providers and clients to gather policy and personal information.
  • Assist with compliance functions to ensure regulatory adherence.
  • Manage the transfer of client money and process business transactions through third-party platforms.

What's on Offer

  • Competitive Salary: £35,000 - £38,000
  • Hybrid Working: 3 days in the office
  • Employee Benefits:Life cover*
  • Private medical insurance*
  • Pension matching
  • Unlimited holiday policy
  • (*Benefits available after probation)
  • Career Development: Work alongside experienced advisers in a dynamic and professional environment.

Who We're Looking For

  • At least one year of experience in wealth management.
  • Strong attention to detail and organisational skills.
  • Ability to analyse financial data and produce high-quality reports.
  • Excellent communication skills, both verbal and written.
  • A proactive approach to problem-solving and client service.

This is an exciting opportunity to grow within a well-established financial planning firm that offers long-term career progression.

Apply now to take the next step in your financial planning career.


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