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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.
- Other info: Dynamic role with opportunities for professional growth and development.
- 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.
The predicted salary is between 50000 - 60000 £ per year.
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 employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical 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 hunt for a Technical Paraplanner role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile showcases your skills in pensions, investments, and retirement planning. Engage with relevant content and connect with industry professionals to increase your visibility.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss your experience with cashflow modelling and suitability reporting. Show them you’re not just a candidate, but the right fit for their team!
✨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 their job search!
We think you need these skills to ace Technical Paraplanner
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 retirement planning, as well as your proficiency in Voyant and Intelligent Office. 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 through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. We can’t wait to see what you bring to the table!
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, especially around FCA compliance, so you can confidently discuss how you ensure quality advice.
✨Master the Tools of the Trade
Familiarise yourself with Voyant and Intelligent Office before the interview. Be ready to share specific examples of how you've used these tools in your previous roles, particularly in cashflow modelling and suitability reporting.
✨Prepare for Scenario Questions
Expect to be asked about complex case preparation and how you handle technical research. Think of real-life scenarios where you’ve successfully supported advisers and prepared detailed reports, and be ready to explain your thought process.
✨Showcase Your Communication Skills
Strong written communication is key in this role. Prepare to discuss how you maintain accurate client records and produce compliant documentation. You might even want to bring a sample report (with sensitive info removed) to demonstrate your attention to detail.