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For Companies At a Glance
- Tasks: Support advisers by preparing compliant financial reports and conducting in-depth research.
- Company: Join Legal & General, a leading UK financial services group with a focus on improving lives.
- Benefits: Enjoy competitive pay, generous holiday, healthcare plans, and performance-related bonuses.
- Other info: Flexible working options available to support your work-life balance.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a collaborative team.
- Qualifications: Experience in paraplanning and strong knowledge of financial products is essential.
The predicted salary is between 35000 - 45000 £ per year.
Company Description
Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.
Who we are
Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement. We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.
Job Description
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
Who we're looking for:
- 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
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- 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
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- There are the many discounts we offer – both for our own products and at a range of high street stores and online
- In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
Additional Information
At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
Paraplanner employer: LegalAndGeneral
Contact Detail:
LegalAndGeneral 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 services industry, especially those who work at companies like Legal & General. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and FCA regulations. We want you to feel confident discussing these topics, as they’re crucial for a Paraplanner role.
✨Tip Number 3
Showcase your skills with real-life examples during interviews. Talk about how you've produced compliant reports or collaborated with advisers in the past. This will help us see how you can make an impact at L&G.
✨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 joining our team.
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 do!
Showcase Your Technical Skills: Don’t forget to mention your proficiency with financial planning tools and CRM systems like Intelligent Office. We’re looking for someone who can hit the ground running, so let us know how you’ve used these tools in your previous roles.
Be Clear and Concise: When writing your suitability reports or any other documentation, clarity is key! We appreciate well-structured and easy-to-understand information, so make sure your application reflects that. Keep it professional but don’t be afraid to show a bit of personality!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at LegalAndGeneral
✨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 Approach
Prepare to discuss how you would create clear and compliant suitability reports tailored to client circumstances. Think about specific examples from your past experience that demonstrate your ability to analyse client data and risk profiles effectively.
✨Show Your Collaborative Spirit
Since the role involves working closely with advisers, be ready to talk about your experience in collaborating with others. Highlight instances where you refined recommendations or clarified client needs through teamwork.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advice and their use of technology. This shows your genuine interest in the role and helps you understand how you can contribute to their mission of improving client outcomes.