The Role: I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). 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.

The Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.

The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered as part of your planned progression. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your skills and experience allow. We are also happy to support someone who is interested in developing an area of specialism and who is keen to make a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly.

Salary and Benefits: up to £60,000 (dependant on experience) + bonus + hybrid working + pension + continued professional development and financial support with professional exams + 25 days holiday + bank holidays + long service additional leave award + opportunity for hybrid working after completion of probationary period + cycle to work scheme + season ticket loan.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values - Integrity, Diligence, Commitment, Energy and Curiosity - values which guide their every action and serve as the standard to which they hold themselves accountable.

Paraplanner, responsibilities include:

Collaborate with the Financial Planners to deliver a highly personalised holistic financial planning service.
Prepare for client meetings and reviews, work to understand the client’s financial situation and use cash flow modelling to prepare and write financial plans and post meeting reports.
Undertake technical research and financial analysis to support the Financial Planners/ Advisers in identifying suitable solutions for the client.
Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.
Work with the administrative support team to ensure recommendations are implemented and the highest level of client service is delivered.
Maintain up to date knowledge of developments in the financial planning industry and contribute to development of best practice within the team.

Paraplanner, Skills and Experience:

A minimum of 18 months’ Paraplanning experience gained in a Financial Planning / Financial Advice environment.
Diploma qualified (Dip PFS or equivalent)
A strong technology and mathematical aptitude (knowledge of Voyant and Intelligent Office, or similar, is preferable but not essential)
Excellent communication skills, both verbal and written.
Highly organised and methodical, with excellent attention to detail.
A strong relationship builder and collaborative team player with a customer centric approach.
Keen to learn, with the opportunity to progress towards becoming become Chartered if you choose to do so (financial support will be provided).

Dawn O’Shea is recruiting the Paraplanner directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.