Full-time
Chartered Paraplanner
Posted on 04 July 25 by Kelley Giddy
- London, City of London
- £55000 - £60000 per Annum
Powered by Tracker
Job Description
Job Title:
Chartered Paraplanner
Location:
City of London (Hybrid)
Reporting to:
Paraplanning Manager
About Finura:
Finura was founded in 2014 with a vision to be the most highly referred name in financial
services, delivering exceptional Client service from start to finish. In under 5 years they have
been recognised and awarded by their peers no less than 10 times.
They have combined broad advice permissions, efficient compliance, and advanced
technology at a competitive cost. Partnering with Schroders, they access world-class
investment expertise and develop real-time global economic insights. By leveraging
behavioural finance and lifestyle cash flow modelling, they empower clients to make better
financial decisions.
Package Details:
The successful candidate will receive a basic salary circa £60,000 depending on experience
& qualifications
Other benefits include:
• Hybrid/flexible working (Hybrid working model – 3 days in-office)
• Pension
• Private medical insurance
• Death in Service
• Income protection
• Bike to work scheme
• Heka – wellbeing & experience platform
• Career progression
• Ongoing professional development
Purpose of the role:
This is more than a technical role, it's an opportunity to be part of a thoughtful, forwardthinking culture where your contribution genuinely shapes client outcomes and the evolution
of the firm. You'll build on your Chartered (CII) Paraplanning expertise within a fast-paced,
multi-disciplinary firm recognised for excellence.
As a Chartered Paraplanner at Finura, you’ll thrive in a high-performance yet low-ego
environment that values trust, collaboration, and continuous learning. You'll work closely
with advisers, and occasionally directly with clients, to support them with timely, technically
robust recommendations. Your input won’t be confined to back-office support: you’ll play an
integral role in proposition development, investment governance, and wider strategic
initiatives.
They are not looking for someone to just follow a process, they want a partner in their
mission to elevate what financial planning can be.
Duties and Responsibilities:
Your duties will include but not be limited to:
• To establish a solid partnership with Advisers that offers an outstanding Paraplanning
and tailored Client service that helps achieve Finura’s business goals
• To occasionally support Advisers when meeting Clients virtually or face to face, by
providing timely meeting minutes and producing high quality suitability reports,
offering specialist advice and planning across Investment, protection, and pensions.
This includes pension transfers, Defined Benefits schemes, and complex tax
planning.
• To form a solid partnership with the broader Paraplanning and Client Account
Management team, to manage a structured but adaptable workflow to suit the
demands of a dynamic practice.
• To be competent and compliant during all stages of the research and report
compilation.
• To collaborate with the Paraplanning Manger and Advisers to offer the best solutions
to fit the Client’s needs and wants.
• To drive your own Continual Professional Development, strengthening areas where
you have gaps in knowledge, and to work collaboratively with other team members
to cross skill.
• To assist the Paraplanning Manager in communicating and showcasing insights,
rules, product, and tax changes to the broader team at Finura's monthly Connect
meetings.
• To join the Finura Proposition Governance Forum, where you will evaluate and
approve standards and opinions for investments and providers.
• To be an expert in technical knowledge, who is eager to impart their skills and
insights to the team.
The Ideal Employee:
You are someone who brings together technical depth and clear, confident communication.
You work pragmatically and with purpose, always keeping the client’s best interest at the
centre. You’re collaborative by nature, energised by problem-solving, and excited to
contribute to a workplace that values integrity, growth, and kindness.
Finura fosters a respectful culture where curiosity is encouraged and knowledge is freely
shared. If you value working in a place where your ideas are heard and your development is
supported, this could be the right fit for you.
Experience required:
• Minimum 5 years' experience in a financial planning firm
• Experience working with complex financial planning scenarios and regulatory
compliance
• Familiarity with Enable CRM, FE Analytics, and Microsoft Office
Qualifications required:
• Chartered Status (CII) – Essential
• Additional qualifications in pensions or tax planning – advantageous