Hybrid Paraplanner

Cameron James; Uxbridge; On-site; GBP 36,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Support towards qualifications

Job summary

Cameron James is seeking an experienced Paraplanner to join a UK-based independent financial planning practice in Uxbridge. The role involves working with Financial Advisers to provide technical support across pensions, investments and protection, including preparing suitability reports and researching client circumstances.

The position is full-time, hybrid (office/home) with a focus on delivering high-quality financial planning recommendations and maintaining accurate client records.

Qualifications

• Previous experience as a Paraplanner in an IFA or Wealth Management practice.
• Strong technical knowledge of pensions, investments and protection.
• Experience preparing suitability reports for clients.
• Excellent analytical and report-writing skills with attention to detail.
• Ability to manage multiple cases and priorities effectively.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare high-quality suitability reports across pensions, investments and protection.
• Undertake technical research and analysis to support client recommendations.
• Analyse provider information and existing arrangements.
• Carry out product, platform and fund research using industry tools including FE Analytics.
• Support advisers in developing appropriate financial planning strategies.
• Assist with complex technical queries and case preparation.
• Review LOAs and interpret information received from providers and third parties.
• Maintain accurate client records and workflows in Intelligent Office.
• Keep up to date with regulatory and technical developments.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Protection knowledge

Analytical skills

Report writing

Attention to detail

Multi-tasking

Communication skills

Education

Diploma in Financial Planning

Tools

Intelligent Office (iO)

FE Analytics

Cashflow modelling software

Job description

Paraplanner

Location: Hybrid (office/home working) Office Uxbridge

Hours: Full-time (37.5 hours per week)

Salary: Competitive, dependent on experience

Our clients are an independent financial planning practice committed to building long-term client relationships through exceptional personal service.

As the business continues to grow, they are looking for an experienced Paraplanner to join the team.

The Role

The Paraplanner will work closely with Financial Advisers to provide high-quality technical support throughout the financial planning process.

You will be responsible for researching and analysing client circumstances, preparing suitability reports and helping advisers deliver clear, well-considered financial planning recommendations.

This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to be part of a collaborative team where quality of advice and client outcomes are the priority.

Key Responsibilities

• Prepare high-quality suitability reports across pensions, investments and protection.
• Undertake technical research and analysis to support client recommendations.
• Analyse provider information and existing arrangements.
• Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate.
• Support advisers in developing appropriate financial planning strategies.
• Assist with complex technical queries and case preparation.
• Review and interpret information received through Letters of Authority (LOAs).
• Liaise with providers, platforms and third parties where required.
• Maintain accurate client records and workflows within Intelligent Office.
• Keep up to date with regulatory and technical developments.

Essential Skills and Experience

• Previous experience working as a Paraplanner within an IFA or Wealth Management practice.
• Strong technical knowledge of pensions, investments and protection.
• Experience preparing suitability reports.
• Excellent analytical and report-writing skills.
• Strong attention to detail.
• Ability to manage multiple cases and priorities.
• Excellent written and verbal communication skills.

Desirable Skills and Experience

• Diploma in Financial Planning (or working towards Chartered status).
• Experience using Intelligent Office (iO).
• Experience using FE Analytics.
• Knowledge of cashflow modelling software would be advantageous

Career Development

Whether your ambition is to deepen your technical expertise, progress towards Chartered status or develop specialist knowledge in particular areas of financial planning, they are committed to supporting your ongoing professional development.

Salary & Benefits

Competitive salary, dependent on experience.

• Business Performance Bonus Scheme - As team members become established within the business, they have the opportunity to participate in our business performance bonus scheme. £3,000 per annum.
• Hybrid working.
• Ongoing professional development and technical training.
• Support towards further professional qualifications.
• Opportunity to develop within a growing independent financial planning practice.