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- Tasks: Support financial planning by researching and drafting compliant suitability reports.
- Company: Respected Independent Financial Advisory firm in Central London.
- Benefits: Competitive salary, supportive team environment, and ongoing professional development.
- Why this job: Join a dynamic team and work on complex, high-quality paraplanning projects.
- Qualifications: 4 years of experience in financial planning and strong technical skills.
- Other info: Rolling recruitment process with immediate interviews for eager applicants.
A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
£45,000 – £55,000 | Central London | Independent Financial Advisory Firm
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 permanent 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 4 years’ relevant experience and exposure to working within IFA or financial planning environment
- Is Diploma qualified in Regulated Financial Planning
- Experience with Intelligent Office - Highly desired.
- Knowledge of Quilter and Transact - advantageous
- 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)
- Opportunity to continue developing technical expertise in a specialist paraplanning role
- Rolling recruitment process with interviews taking place as applications are received
- Friendly and supportive team environment.
How to Apply
Click apply below to be considered.
Paraplanner employer: Gordon Yates Recruitment Consultancy
Contact Detail:
Gordon Yates Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a Paraplanner role. 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. Make sure you can discuss complex cases and suitability reports confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that fit your skills as a Paraplanner. We’ve got some great roles waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Get Your CV Spot On: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience, especially in technical analysis and report writing. We want to see how you’ve nailed those complex cases!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your skills align with our needs. Keep it concise but impactful – we love a good story!
Show Off Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work – it shows you care!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered promptly. We can’t wait to hear from you!
How to prepare for a job interview at Gordon Yates Recruitment Consultancy
✨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 you've applied this in your previous roles.
✨Showcase Your Writing Skills
Since you'll be drafting suitability reports, bring examples of your previous work or be prepared to discuss your writing process. Highlight your attention to detail and how you ensure compliance in your documentation.
✨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 and how you handle client queries effectively.
✨Stay Updated
Keep abreast of the latest developments in financial regulations and paraplanning practices. Mention any recent changes you've learned about and how they could impact your work, showing that you're proactive and engaged in your field.
