Hybrid Paraplanner: Reports, Research & Sponsorship

Service Service; Feering; Hybrid; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Group disability insurance

Exam sponsorship

Group income protection

Pension scheme 5%

23 days holiday

Hybrid/remote working post-probation

Job summary

My Client, a well-respected, independent and established firm of Chartered Financial Planning professionals, is looking to recruit a Paraplanner. They have traded for almost two decades and cover London, East Anglia and the South East advising on a whole of market basis.

All levels of experience are welcomed, with hybrid working post-probation based on location and experience. Core duties include writing suitability reports, conducting market research, maintaining CRM records, and handling file

Qualifications

• Experience in writing suitability reports for clients.
• Strong analytical and research skills using market tools.
• Experience with CRM systems and client data management.
• Exposure to paraplanning duties and report preparation.

Responsibilities

• Write suitability reports for clients of the firm’s IFAs; these reports are often of a technical nature.
• Conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb and current systems.
• Competently use CRM to ensure client records are kept accurately.
• Complete administrative duties – forms, illustrations, letters and sign‑ups.
• Carry out file reviews and platform work including payments and switches where tax implications exist.

Skills

Paraplanning

Report writing

Research

CRM systems

Financial planning knowledge

Education

Level 4 Paraplanner qualification

Tools

FE Analytics

O&M Pension Profiler

Assureweb

Job description

My Client, a well-respected, independent and established firm of Chartered Financial Planning professionals, is looking to recruit a Paraplanner. They have traded for almost two decades and cover London, East Anglia and the South East advising on a whole of market basis.

All levels of experience are welcomed, with hybrid working post-probation based on location and experience. Core duties include writing suitability reports, conducting market research, maintaining CRM records, and handling file