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Vacancy Details

Job TitleJunior Paraplanner


Our client who are a highly successful Independent Financial Adviser (IFA) practice, who`s clients range from SMEs through to international, multi-site quoted companies with upwards of 5000 employees, are looking to recruit an experienced Paraplanner for their Finchley office based in North London.


The role of a Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves:

  • Managing tasks and the advice process on X-Plan.


  • Conducting regular meetings with the Adviser in order to:-


    • manage new business leads;

    • keep abreast of the Adviser‘s(s) new business pipeline, their targets and how they are doing against targets;

    • receive and manage client meeting notes.


  • Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.


  • Writing client suitability reports using the company‘s preferred report writing software in the following areas:-


    • protection;

    • new pensions;

    • pension switches;

    • self-invested personal pensions;

    • retirement options;

    • investments, including ISAs, investment bonds, OEICs, structured products.


  • Keeping abreast of current pension and tax legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given.


  • Understanding and suitably applying the company‘s investment process and various investment offerings to meet a client‘s attitude to risk, personal circumstances and financial objectives.


  • Understanding and using the company‘s software to support the advice process, including:-


    • Genovo

    • SelectaPension

    • Dynamic Planner

    • X-Plan

    • Iress

    • Voyant


  • Develop a working knowledge of insurance providers websites/online client platforms to assist with:-


    • printing the correct documentation to support business sign ups;

    • performing online fund switches;

    • managing client data.


  • Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process).


  • Supporting the Adviser(s), as and when appropriate, in building cashflow models to assist the client in overseeing their financial position and forecast future financial scenarios.


  • Managing fund switches on client pensions and investments. Communicating with clients and ensuring they are invested in line with their risk profile and placing fund switches.


  • Communicating with clients, assessing any tax implications and placing withdrawals. Dealing with withdrawals from pensions and investments in general.


  • Preparing new business cases for Compliance sign-off.


  • Working with the Compliance and Operational Support departments to ensure the successful submission and completion of new business applications.


  • Building relationships with clients both over the telephone and via email.


  • Attending client meetings with the Adviser, if required.




  • 20 days holiday and one day extra each year from year five, until you reach a maximum of 25 days.

  • Office closure between Christmas and New Year

  • Pension contribution equal to minimum statutory amount.

  • Income Protection, from commencement of role.

  • Death in Service Plan from commencement of role.

  • Cash Plan (to assist with dental, optical, physio) etc - from commencement of role.

  • Sponsorship for one attempt at professional qualifications (on approval).

  • Free annual flu vaccination, administered in the office.

  • Monthly company wide social events.

  • Breakfast and fruit supplies.