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- Tasks: Support financial planning by conducting research and drafting compliant suitability reports.
- Company: Respected Independent Financial Advisory firm in Central London.
- Benefits: Competitive salary, stability of a fixed-term contract, and no pressure to become an adviser.
- Why this job: Work on complex cases and enhance your technical expertise in a supportive environment.
- Qualifications: 2-3 years in financial planning, Diploma qualified or working towards it, strong attention to detail.
- Other info: Collaborative team culture with opportunities for mentoring junior members.
The predicted salary is between 39000 - 46000 £ per year.
We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a 12-month fixed term contract. This is a non-advisory role, sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role.
The Role
- Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice.
- Responsibilities will include:
- Research and technical assessment of cases submitted by Consultants
- Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements
- Acting as the primary author of suitability documentation, subject to peer review
- Analysing client data and meeting notes to support financial planning recommendations
- Supporting Consultants with client queries and technical problem-solving
- Liaising with Compliance on technical and regulatory matters
- Managing complex cases and ensuring consistently high standards of accuracy and detail
- Maintaining full and accurate records of all client and third-party communications
- Ensuring client files remain compliant on an ongoing basis
- Keeping up to date with legislative and regulatory developments, including Consumer Duty
- Adhering to AML, Data Protection, and internal compliance procedures
- Ensuring client outcomes are fair, transparent, and aligned with best practice
- Supporting and mentoring more junior team members where appropriate
About You
This role will suit a candidate who:
- Has 2–3 years' experience within an IFA or financial planning environment
- Is Diploma qualified in Regulated Financial Planning, or working towards completion
- Has strong pensions knowledge, with broader technical exposure desirable
- Has experience producing bespoke suitability reports
- Demonstrates strong technical understanding and excellent attention to detail
- Is comfortable working in a technical, behind-the-scenes paraplanning role
- Is not currently an Adviser and does not wish to progress into an advisory position
- Has a solid understanding of FCA regulatory standards and compliance obligations
- Works well as part of a collaborative team and supports consistently high-quality output
Why Apply?
- Join a respected Independent Financial Advisory firm in a central London location
- Exposure to complex, high-quality technical paraplanning work
- Competitive salary of £45,000 – £55,000 (dependent on experience)
- 12-month fixed term contract offering stability without adviser pressure
- Opportunity to continue developing technical expertise in a specialist paraplanning role
- Rolling recruitment process with interviews taking place as applications are received
How to Apply
Click apply below to be considered.
Paraplanner (12-Month Fixed Term Contract) employer: Gordon Yates Ltd
Contact Detail:
Gordon Yates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (12-Month Fixed Term Contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role is all about compliance and suitability reports, make sure you can discuss your experience confidently. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your skills through examples. When you get the chance to chat with potential employers, share specific instances where you’ve tackled complex cases or produced high-quality documentation. This will help them see you as the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, hit that apply button and let’s get you started on this exciting journey!
We think you need these skills to ace Paraplanner (12-Month Fixed Term Contract)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in paraplanning and technical analysis. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Technical Skills: Since this role is all about technical assessment and producing compliant documentation, be sure to emphasise your strong pensions knowledge and experience with suitability reports. We love seeing candidates who can demonstrate their expertise!
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through in your application. A touch of authenticity can make you stand out from the crowd, so feel free to share what excites you about the role!
Apply Through Our Website: To ensure your application gets the attention it deserves, make sure to apply directly through our website. This way, we can easily track your application and get back to you as soon as possible!
How to prepare for a job interview at Gordon Yates Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and compliance. Familiarise yourself with FCA regulations and be ready to discuss how they apply to the role. This will show that you're not just a candidate, but someone who understands the intricacies of paraplanning.
✨Showcase Your Writing Skills
Since drafting suitability reports is a key part of the job, prepare examples of your previous work. Bring along samples of reports you've written or be ready to discuss your writing process. Highlighting your attention to detail and ability to produce compliant documentation will set you apart.
✨Be a Team Player
This role involves working closely with Consultants and Directors, so demonstrate your collaborative spirit. Share examples of how you've supported colleagues in the past, whether through problem-solving or mentoring. This will show that you’re not just focused on your own tasks but are invested in the team's success.
✨Stay Current
Keep up to date with the latest developments in financial regulations and consumer duty. Mention any recent changes you've learned about and how they might impact the role. This shows that you're proactive and committed to maintaining high standards in your work.
