Paraplanner

I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm.

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your skills and experience allow. The successful Paraplanner will be keen to make a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly.
MLP have been operating in Surrey for over 40 years, but with ambitious growth plans and a reputation for excellence, they have decided to expand into central London (London, SE1). The successful Paraplanner will therefore be joining at an exciting time in the companys growth, with the opportunity to progress your career while making a real impact on the newly established London office.
The Role: Working in a collaborative, client focused team you will work closely with the Financial Planners, supporting them in delivering an exceptional, fully holistic, independent, lifestyle financial planning service to frequently complex, HNW clients. You will be responsible for building cash flow models in partnership with the Financial Planners, producing recommendations and report writing, supporting with the building, technical research, and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals.
Salary and Benefits: Salary £45-60,000 (dependant on experience) + bonus + generous pension + continued professional development (study assistance and support in becoming Chartered) + 25 days holiday + bank holidays + private health care + flexible/hybrid working.
The Company: MLP Wealth Management are a well-established, award winning, family-run Chartered Financial Planning firm with over 40 years of experience in the industry. FT Adviser have recently listed them as one of the top 50 boutique Financial Adviser firms in the UK and they also rank as one of VouchedFors top rated Chartered Financial Planning firms. Two brothers took over the business three years ago, bringing with them ambitious goals and a vision to take the company to new heights. They have created a collaborative, close knit team culture, and provide a great place to work, where continuous improvement and career progression is prioritised and where feedback and input in the future direction of the business is encouraged.
Paraplanner , responsibilities include:
Review client fact-finds, risk profiles, objectives, and existing arrangements.
Undertake cashflow modelling and scenario analysis.
Prepare technical research and comparisons for advisers.
Draft suitability reports, recommendation letters, and supporting documentation.
Ensure all documentation is FCA-compliant and audit-ready.
Assist with product and platform due diligence (including VCT, Business Relief, and Investment Solutions).
Respond to file checks and action remedial points.
Maintain accurate records and audit trails.
Liaise with advisers, clients, and providers to clarify information and gather documents.
Support ongoing client reviews, including portfolio rebalancing and fund switch recommendations.
Address technical queries and provide support to the wider team as required.
Paraplanner, Skills and Experience:
A minimum of 18 months experience in a paraplanning or technical support role within an IFA/wealth management environment.
Cii Level 4 Diploma in Regulated Financial Planning (Dip PFS or equivalent)
A good technical knowledge of pensions, investments, protection, tax wrappers etc.
An aptitude for technology, with experience of cashflow modelling.
Compliance-focused with excellent attention to detail.
Excellent written and verbal communication skills.
High level of numeracy and analytical ability.
Strong organisational skills with the ability to manage multiple cases.
A strong relationship builder and collaborative team player with excellent stakeholder management skills.
Keen to learn, with the opportunity to progress towards becoming Chartered if you choose to do so (study support will be provided).
Dawn OShea is recruiting the Paraplanner directly on behalf of MLP Wealth Management so NO AGENCIES PLEASE. xwzovoh If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.