Job Title: Paraplanner
Location: London/hybrid
Salary: £40,000 to £55,000 depending on experience
Job ID: 10057
About the Role
A well established financial planning practice is seeking a technically strong Paraplanner to support advisers with research, analysis and compliant report writing. You will be joining a professional team with a clear focus on high quality advice delivery and client outcomes.
Your role will include but not be limited to
- Conduct fact finding and analyse client information including objectives and risk profiles
- Research and compare financial products across pensions, investments and protection
- Build cashflow models and retirement forecasts using Voyant or CashCalc
- Draft suitability letters and technical reports in line with FCA guidance
- Prepare illustrations, provider packs and key documents
- Support advisers in client review meetings
- Liaise with compliance to ensure all files are audit ready
- Manage case progression and communicate directly with product providers
Skills and experience required
- CII Level 4 Diploma in Regulated Financial Planning or working towards completion
- CII Certificate in Paraplanning or CISI recognised qualification is an advantage
- Strong technical knowledge of pensions, investment planning, taxation and FCA rules
- Previous experience using cashflow modelling software
- Strong written communication and report writing skills
- Minimum of 2 years in a technical Paraplanner position
- Able to manage deadlines and workloads effectively with precise attention to detail
What we offer
- Salary from £40,000 to £55,000 plus performance bonus
- Full study support and ongoing CPD funding
- Pension scheme and private healthcare
- Hybrid working pattern available
- Clear internal progression pathway to Senior Paraplanner or Adviser if desired
Our commitment to you at Recruit UK
- Recruit UK embraces equality, diversity and inclusion and promotes this across all activity
- Every journey begins with a detailed conversation about you and your future goals
- Honest feedback on your suitability and position in the current market
- Access to a wide network across financial planning to source the right fit for you
- If we believe you are already in the best environment we will tell you
- A mindful approach linked to career satisfaction not only salary
- UK wide coverage with a local consultant supporting you
- No pestering just clear professional communication
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Paraplanner - London employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
