Paraplanner

Job Description:

Are you working towards your CII Level 4 Financial Planning qualification?

Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.

Skills/Experience:

• Product knowledge of pensions, bonds and other wrappers.
• Experience in the onboarding journey of a new client.
• Strong Excel skills and experience.
• Good knowledge of operational administration including settlement and transfers.
• An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired.

Core Responsibilities:

• Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
• Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
• Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
• Draft client correspondence, including fund switches and withdrawals.
• Assist with new business processing, onboarding, and CRM updates.
• Maintain compliant advice files and support clients with queries.
• Manage prospect data and Adviser pipelines in Xplan.
• Handle dealing instructions for investments.
• Ensure accurate and timely client communication (emails, letters, reports).
• Oversee workloads to enhance client experience and improve procedures.
• Collaborate with Client Servicing and Operations teams to optimise service levels.

Job reference: 16028

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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