Paraplanner

Frey Consulting Group; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job description

Salary: Up to £50,000 (DOE) + Comprehensive Benefits Package

The Opportunity

Are you a Diploma-qualified Paraplanner looking for a firm that values your technical insight as much as your report-writing skills? I am working with a Chartered, independent, fee-based wealth management firm that is looking for a dedicated professional to join our team in High Holborn.

They provide bespoke, well-researched advice to individuals, companies, and trustees. We don't just want a report writer; we want a future leader. Whether you aspire to become a Senior Paraplanner or a Financial Planner, we provide the clear career path and exam support to help you get there.

Why You’ll Love Working With Us

• Autonomy & Influence: You will liaise with clients directly and have your opinions heard and acted upon.
• Growth: We offer full support for those on the route to Chartered status (ideally via CII).
• Mentorship: You’ll have the chance to shape the next generation by mentoring junior members through our internal graduate trainee programme.
• Benefits: Enjoy a generous holiday entitlement, flexible working, salary sacrifice, income protection, and death in service.

Your Role

As a vital part of our advice process, you will:

• Conduct Complex Analysis: Perform whole-of-market research, complex calculations, and cashflow forecasting to create bespoke client solutions.
• Lead Documentation: Prepare client review meetings and interpret data obtained by advisers.
• Drive Strategy: Join our Investment Committee and participate in central research projects.
• Own the Process: Regularly participate in team meetings and take ownership of actions through to resolution.

What We’re Looking For

• Experience: A minimum of 1 year in a paraplanning role within an IFA firm.
• Technical Knowledge: Experience with a breadth of products, including pensions, investments, protection, and ideally, IHT and trust work.
• Software Savvy: Proficiency with tools like FE Analytics, Voyant, CashCalc, and Xplan, as well as advanced Excel skills.
• Mindset: You are fast-moving, disciplined, and possess strong analytical and organizational skills.
• Education: Ideally educated to graduate level.

Ready to take the next step in your career? Email [e-mail]