Senior Paraplanner

CompanyMERJE

LocationLondon Area, United Kingdom

Posted At1/14/2026

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.

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Description

Our client is an established independent investment adviser firm who are looking for an experienced Senior Paraplanner to join the team.

The Senior Paraplanner analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.

Key Responsibilities:

Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
Review and formulate plans for clients with highly specialised situations
Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable
Communicate advice to clients directly
Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding

Work with other departments to provide best client outcomes through developing new resources and providing training

Work on ad hoc projects to improve the efficiency of the Group

Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Key Requirements:

University degree or equivalent combination of education/experience
Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
3+ years financial services experience required
Very strong understanding of Financial Planning principles and client suitability
Experience working with accuracy and ability to organise/time-manage
Quantitative in nature
Ability to work under pressure and in a dynamic team environment
It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.