At a Glance
- Tasks: Support advisers by conducting research and producing high-quality financial planning recommendations.
- Company: Growing Independent Financial Adviser practice in Barnet, North London.
- Benefits: Competitive salary of £40,000 – £50,000 plus benefits.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes. The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning.
Key Responsibilities
- Preparing suitability reports and recommendation letters
- Conducting technical research across pensions, investments, protection, and tax planning
- Producing cashflow modelling and financial planning analysis
- Preparing annual review documentation and client meeting packs
- Liaising with providers and platforms to obtain information
- Supporting advisers with client strategy and planning solutions
- Maintaining accurate client records and ensuring compliance standards are met
- Keeping up to date with industry and regulatory developments
We think you need these skills to ace Paraplanner, Barnet, North London Salary: £40,000 – £50,000 (depending on experience) + Benefits
Technical Analysis
Report Writing
Research Skills
Financial Planning
Cashflow Modelling
Client Liaison
Compliance Knowledge
