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- Tasks: Support advisers by preparing compliant reports and conducting in-depth financial research.
- Company: Join a forward-thinking financial firm focused on client success and collaboration.
- Benefits: Enjoy competitive bonuses, generous holidays, and a healthcare plan.
- Other info: Work in a vibrant office with a focus on wellbeing and career growth.
- Why this job: Make a real impact on clients while developing your financial expertise.
- Qualifications: Experience in paraplanning and strong knowledge of financial regulations required.
The predicted salary is between 35000 - 45000 £ per year.
Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.
What you’ll be doing:
- Preparing clear and compliant suitability reports tailored to client circumstances
- Conducting research across pensions, investments, protection, and tax planning
- Analysing client data and risk profiles to inform advice strategies
- Collaborating with advisers to refine recommendations and clarify client needs
- Ensuring all advice meets FCA requirements and internal compliance standards
- Supporting advisers with technical input and evidence-based solutions
- Explaining our approach to financial advice and ensuring clients understand recommendations
- Contributing to process improvements and maintaining high governance standards
Qualifications:
- Experience in a paraplanning role producing accurate, compliant reports
- Strong knowledge of pensions, investments, protection, and tax planning
- Awareness of FCA regulations, including COBS and Consumer Duty principles
- Ability to interpret client data and communicate technical concepts clearly
- Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
- Proven ability to build rapport with advisers and clients
- Exposure to cashflow modelling and standard planning scenarios
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable
Benefits:
- The opportunity to participate in our annual performance‑related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Electric car scheme – option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only)
- Various discounts on our own products and high‑street stores and online
- Opportunities to work in well‑designed offices with wellbeing at the heart (in 2023 some workspaces were redesigned)
Paraplanner employer: Legal & General
Contact Detail:
Legal & General 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 planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in pensions, investments, and tax planning. This will not only boost your confidence but also show potential employers that you're genuinely interested and knowledgeable about the field.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions with a friend or family member. Focus on how you can explain complex financial concepts clearly, just like you would to clients, to demonstrate your communication skills.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in producing compliant reports and your knowledge of pensions, investments, and tax planning. We want to see how your skills align with what we’re looking for!
Showcase Your Technical Skills: Don’t forget to mention your proficiency with financial planning tools and CRM systems like Intelligent Office. We love seeing candidates who can demonstrate their ability to analyse client data and communicate technical concepts clearly.
Be Compliant and Clear: Since compliance is key in our industry, ensure your application reflects your understanding of FCA regulations. Use clear language and structure your application well, so it’s easy for us to see your qualifications and experience.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Legal & General
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and tax planning. Familiarise yourself with FCA regulations, especially COBS and Consumer Duty principles, as these will likely come up during the interview.
✨Tailor Your Examples
Prepare specific examples from your past experience that demonstrate your ability to produce accurate, compliant reports. Highlight situations where you’ve collaborated with advisers or improved processes, as this shows you can contribute positively to their team.
✨Show Your Analytical Skills
Be ready to discuss how you analyse client data and risk profiles. You might be asked to explain your thought process in developing advice strategies, so practice articulating your approach clearly and confidently.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advice and their compliance standards. This not only shows your interest in the role but also helps you gauge if their values align with yours.