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- Tasks: Support Financial Planners with complex case preparation and investment analysis.
- Company: Established financial planning firm in North London with a focus on quality advice.
- Benefits: Competitive salary, flexible start date, and a referral bonus.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years' experience required.
- Other info: Dynamic role with opportunities for professional growth and development.
Location: North London
Contract: Permanent
Salary: £50,000 - £60,000 per annum
Start Date: Flexible
Service Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner. This is a key technical role within the business, supporting Financial Planners with complex case preparation, suitability reporting, cashflow modelling, and investment analysis. The firm places a strong emphasis on quality advice, robust processes, and long-term client relationships.
Key Responsibilities
- Produce detailed and compliant Suitability Reports for pensions, investments, protection, and retirement planning
- Build and maintain cashflow models using Voyant
- Support advisers with technical research, scenario analysis, and planning strategies
- Maintain accurate and compliant client records using Intelligent Office
- Assist with portfolio analysis, fund research, and asset allocation reviews
- Liaise with advisers, administrators, and providers to ensure smooth case progression
- Ensure all advice documentation meets FCA and internal compliance standards
Candidate Criteria
- Level 4 Diploma in Financial Planning (minimum)
- Minimum 3 years’ experience in a Paraplanner or Technical Analyst role
- Strong working knowledge of Voyant
- Hands-on experience using Intelligent Office
- Excellent technical knowledge across pensions, investments, and retirement planning
- High attention to detail with strong written communication skills
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions.
Technical Paraplanner in London employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Technical 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 confidently discuss pensions, investments, and cashflow modelling. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to 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.
✨Tip Number 4
Apply through our website for the best chance at landing that Technical Paraplanner position. We make it easy for you to get noticed, so don’t miss out on this opportunity!
We think you need these skills to ace Technical Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience with pensions, investments, and cashflow modelling, as these are key aspects of the job. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Service Care Solutions
✨Know Your Technical Stuff
As a Technical Paraplanner, you'll need to showcase your expertise in pensions, investments, and retirement planning. Brush up on the latest regulations and best practices, and be ready to discuss how you've applied your knowledge in previous roles.
✨Master the Tools of the Trade
Familiarise yourself with Voyant and Intelligent Office, as these are crucial for the role. Be prepared to talk about your experience using these tools, and maybe even share a specific example of how you’ve used them to enhance client outcomes.
✨Showcase Your Attention to Detail
This role demands high attention to detail, especially when producing Suitability Reports. During the interview, highlight instances where your meticulous nature has led to successful outcomes or prevented potential issues.
✨Communicate Clearly and Confidently
Strong written communication skills are essential. Practice explaining complex financial concepts in simple terms, as you may need to demonstrate this ability during the interview. Clear communication will show that you can effectively support advisers and clients alike.
