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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, professional development, and a supportive team environment.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years’ experience required.
- Other info: Opportunity for career growth and a £250 referral bonus for successful placements.
The predicted salary is between 36000 - 60000 £ per year.
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.
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
- Excellent technical knowledge across pensions, investments, and retirement planning
- High attention to detail with strong written communication skills
Technical Paraplanner in Whetstone 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 Whetstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and 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 or can put in a good word for you.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile showcases your skills in pensions, investments, and cashflow modelling. Join relevant groups and engage with posts to increase your visibility among potential employers.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss your experience with Voyant and how you've supported advisers in the past. Show them you’re not just a fit for the role, but the perfect match for their team!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Technical Paraplanner in Whetstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience with suitability reports, cashflow modelling, and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since this role requires a high level of accuracy, make sure your application is free from typos and errors. Use clear and concise language to demonstrate your strong written communication skills. We appreciate clarity and precision!
Highlight Relevant Experience: Don’t forget to mention your experience with Voyant and any technical research you've conducted. We’re keen to see how you’ve supported advisers in the past and how that aligns with our needs at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Let’s get your application rolling!
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. Be ready to discuss specific cases you've worked on and how you approached complex scenarios.
✨Master the Tools of the Trade
Familiarity with Voyant is crucial for this role. Make sure you can confidently explain how you've used it in past roles, particularly in cashflow modelling and scenario analysis. If possible, practice using the software before the interview to demonstrate your proficiency.
✨Showcase Your Attention to Detail
In this role, accuracy is key. Prepare examples that highlight your meticulous nature, such as how you ensured compliance in suitability reports or maintained client records. This will help convey your commitment to quality advice and robust processes.
✨Communicate Clearly and Confidently
Strong written communication skills are essential for producing detailed reports. During the interview, practice articulating your thoughts clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to demonstrate your ability to communicate complex information effectively.
