Paraplanner

The Private Office (TPO)

Paraplanner role supporting advisers and financial planning executives at The Private Office. Analyzing clients’ circumstances and providing comprehensive recommendation reports in a hybrid working environment.

Posted 6/25/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
Providing high quality technical, administrative and research support to the Advisers;
Undertaking whole-of-market research as required, including investments, pensions and protection plans;
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;
Liaising with the Regulatory & Technical team to ensure the advice is compliant;
Be able to prioritise work in your queue by liaising with advisers on a regular basis;
Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
Building strong and effective working relationships with other teams in the firm and third party product providers;
Attending and contributing to meetings – both internal and external;
Ensuring that all client records and data are maintained accurately and efficiently;
Participating in ad hoc projects and tasks as and when required.

Requirements

What you’ll need

CII Diploma in Financial Planning (as a minimum);
The ability to produce comprehensive, accurate, and clear recommendation reports;
Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;
Proficiency in complex report writing;
Experience liaising with third party providers;
Excellent grammar, spelling and punctuation skills;
Excellent interpersonal and communication skills;
A high standard of personal organisational and time management skills;
Experience within Private Wealth Management;
Experience of working to targeted service standards and procedures;
A good working knowledge of regulatory requirements;
Ambitious and goal-orientated;
Evidence of continual learning and development of skills and knowledge;
Experience of working unsupervised with a high level of self-motivation;
Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Benefits

Comp & perks

True hybrid working model;
Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme;
Private Healthcare*;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisreport writingasset allocationinvestment analysispension planningprotection planscompliance knowledgeholistic financial advicetime managementorganisational skills

Soft Skills

interpersonal skillscommunication skillsrelationship buildingself-motivationgoal-orientedattention to detailteam collaborationadaptabilityproblem-solvingprioritisation

Certifications

CII Diploma in Financial Planning