Paraplanner (Pensions)

Job Title: Senior Paraplanner – Full Time Location: Salary: £40,000 – £50,000, depending on experience Geographical Coverage: Clients across the UK Workplace: Hybrid home/office working
We are seeking an experienced Senior Paraplanner to join our team and play a pivotal role in supporting our financial advisers by delivering high-quality financial planning services to clients nationwide. You will take ownership of paraplanning responsibilities for a wide portfolio of clients across the UK, supporting advisers in the preparation and implementation of financial advice, ensuring all recommendations are compliant, clear, and tailored to client needs.
Prepare in-depth suitability reports, financial analyses, and tailored recommendations. Liaise with advisers to ensure the delivery of accurate, timely, and client-focused financial planning documentation. Communicate with investment and insurance providers to obtain relevant client information.
Review and audit client files for quality and regulatory adherence.
Client Communication & Support: Act as a key contact for clients, managing general enquiries, and updating them on progress with investments, switches, and transfers. Data Management: Maintain accurate, confidential, and well-organised client files and financial records. Ensure data integrity and privacy at all times.
Technical Knowledge: Demonstrate a strong understanding of financial products and services, including pensions, investments, protection, estate planning, and tax strategies.
Continuous Learning: Engage in professional development, keeping abreast of industry trends, legislative changes, and best practices to maintain technical excellence.
Level 4 Diploma in Regulated Financial Planning (minimum)
Strong report-writing and research skills
Proficient in Microsoft Word and Excel
A genuine commitment to a long-term paraplanning career
Hybrid home/office working
Study/exam support up to financial advice
Responsibility of managing a national Financial Planning firm\’s clients across the whole of the UK.
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Chesterfield on a Paraplanner role.
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