Paraplanner
Salary up to £60k plus 2 x annual discretionary bonus and excellent benefits.
Location: London, Full-time, hybrid working.
Are you an analytically minded Paraplanner who thrives in a fast‑paced environment? Do you enjoy evaluating complex financial scenarios and helping shape high‑quality, compliant advice? This is an excellent opportunity to join a forward‑thinking organisation where your technical expertise will make a real impact on client outcomes.
About the Role
As a Paraplanner in our UK New Business team, you will analyse prospective clients' financial arrangements and produce detailed recommendations relating to pension transfers, bond surrenders, investment taxation and overall suitability. Working closely with your Team Leader, you'll play a key role in formulating asset‑allocation strategies and preparing clear, compliant suitability reports.
This position offers variety, responsibility and the opportunity to contribute to wider initiatives that improve efficiency and client service.
What You'll Be Doing
Assess client objectives, existing holdings, financial situation and time horizons to propose suitable asset‑allocation recommendations
Analyse complex or specialised financial planning scenarios
Review pensions, investment bonds and other tax‑efficient structures to determine suitability for transfer or restructuring
Produce high‑quality suitability reports that clearly document recommendations
Deliver training to internal teams where required
Support ongoing projects aimed at enhancing operational processes
Work in line with the company's Training & Competence scheme and uphold all regulatory requirements
Complete initial and annual Fit & Proper assessments as part of the role's regulatory responsibilities
What We're Looking For
Degree or equivalent professional experience
Level 4 Qualification preferred (e.g., CII Diploma in Financial Planning, CISI Investment Advice Diploma)
Minimum 3 years' financial services experience
Strong attention to detail with exceptional organisational and time‑management skills
Confident working under pressure in a dynamic, team-oriented environment
Strong understanding of financial planning principles, investment structures and suitability requirements
Analytical, quantitative mindset with excellent problem-solving ability
Why Join Us?
Opportunity to work on technically engaging and meaningful client cases
Exposure to a broad range of financial planning scenarios
Supportive team environment with opportunities to develop your skills
Involvement in projects that shape the future of the advice process
If you're a motivated Paraplanner looking to take the next step in your career, we'd love to hear from you.
Apply today and become an integral part of our growing team. Email your interest
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application