Summary
Skills
Work History
Education
Overview
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Luis Munoz-Figueroa

London

Summary

Diploma-qualified Paraplanner with 3+ years’ IFA experience producing high-quality suitability reports, cash flow modelling (Voyant), and delivering technical support across pensions, investments, trusts, and taxation. Recently refreshed my FCA compliance and legislative knowledge through 40+ hours of CPD while progressing Advanced CII exams toward Chartered status. Returning to wealth management after successfully leading my family business through operational transition and a period of full-time family care, bringing exceptional client service, analytical precision, and resilience under pressure. Seeking a collaborative London-based role providing both technical and client-facing support to financial advisers, with a clear trajectory toward becoming a signed-off financial planner.

Skills

  • Data interpretation skills
  • Comprehensive financial planning
  • Cash-flow analysis using Voyant and CashCal
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Expertise in Intelliflo and analytics tools
  • Strong verbal and written communication
  • Comprehensive understanding of FCA regulations
  • Meticulous attention to detail

Work History

Professional Development & Family Caregiving

Career Break
03.2023 - Current
  • Completed 40+ hours of FCA-aligned CPD in pensions, tax efficiency, cash flow modelling (Voyant), and compliance; produced suitability report samples and built a personal legislation knowledge base to support technical accuracy.
  • Developed advanced client-facing and analytical skills through training in communication, negotiation, and Voyant cash flow modelling—creating complex HNW client scenarios and future projections.
  • Took a necessary career break to provide full-time end-of-life care for a terminally ill family member, deepening resilience, empathy, and crisis management abilities.
  • Coordinated medical care, managed support networks, and travelled across South America post-caregiving—gaining adaptability, cultural insight, and conversational Portuguese.
  • Used the sabbatical for strategic career reflection, strengthening clarity, purpose, and commitment to rejoining the financial planning profession with renewed perspective.

Property Developer Assistant

Self-employed
02.2017 - 09.2022
  • Assisted two property developers with managing buy-to-let and commercial properties, handling rent collection, budgeting, and maintenance coordination.
  • Developed skills in portfolio oversight, financial management, and client engagement, directly applicable to managing investments and financial planning strategies.
  • Managed rental income and expenses, ensuring timely rent collection and accurate financial reporting, which translates directly to managing and tracking client investments and financial performance.
  • Created financial forecasts for property projects, assessing cash flow, potential returns, and risks - similar to creating financial projections and conducting risk assessments in paraplanning.
  • Streamlined budgeting processes for property maintenance and upgrades, demonstrating attention to detail and the ability to optimise financial resources - critical for managing client portfolios efficiently.
  • Built and maintained strong client relationships, responding to inquiries and resolving issues, similar to managing client expectations and addressing financial planning needs.
  • Coordinated vendor contracts and payments, ensuring cost control and timely execution, which highlights skills in managing budgets, contracts, and ensuring financial goals are met.

Manager

El Encuentro
08.2014 - 10.2016
  • Managed operations, budgeting, and logistics at El Encuentro, applying leadership, client service, and team development skills with strategic focus and integrity.
  • Led a diverse team, fostering collaboration and accountability—directly enhancing client relationship management and internal coordination.
  • Prioritized customer satisfaction, addressing feedback with empathy and professionalism to build lasting trust—mirroring the service ethos of financial planning.
  • Resolved challenges in a fast-paced setting with adaptability and composure, showcasing critical problem-solving for dynamic or client-facing roles.
  • Communicated clearly with stakeholders under pressure, ensuring effective collaboration across staff, vendors, and cross-functional teams

Paraplanner

Henderson Carter Wealth Management
07.2012 - 09.2014
  • Supported Financial Planners in delivering bespoke advice to HNW and UHNW clients, blending technical expertise, regulatory knowledge, and relationship management.
  • Conducted in-depth research and case assessments to produce high-quality suitability letters and tailored client reports.
  • Built client trust through direct engagement across channels, collecting key financial data and providing timely, informed responses.
  • Created advanced lifetime cash flow models using Voyant to inform holistic plans and standalone decisions.
  • Provided strategic input across pensions, investments, tax, protection, and estate planning, while managing provider relations and securing accurate product illustrations.

Education

Personal Tax And Trust Planning (AF1) -

Chartered Insurance Institute
London
06.2017

Trusts (J02) -

Chartered Insurance Institute
London
06.2016

Certificate in Discretionary Wealth Management -

Chartered Insurance Institute
London
11.2015

Diploma in Regulated Financial Planning -

Chartered Insurance Institute
London
08.2014

Overview

13
13
years of professional experience

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Luis Munoz-Figueroa