Paraplanner

JR United Kingdom; Aylesbury; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the financial sector is seeking a Paraplanner to join their remote-based team. In this role, you will support Financial Planners by preparing suitability reports, conducting technical research, and ensuring compliance with FCA guidelines. The position offers structured training and opportunities for professional development, making it ideal for those looking to advance their careers in financial planning.

Benefits

Structured training programme

Continuous professional development

Collaboration with experienced professionals

Qualifications

• Level 4 qualification in Financial Planning required.
• Experience in preparing suitability reports and client management.
• Strong technical research skills.

Responsibilities

• Prepare suitability reports across various advice types and financial products.
• Carry out necessary technical research.
• Collaborate with Financial Planners to ensure positive client experiences.

Skills

Technical research

Client management

Collaboration

Education

Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning

Job description

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We’re seeking a talented individual to join our remote-based central team, which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role, you will also support financial planners with client meetings, including presenting cashflow and preparing responses on technical matters.

What’s in it for me?

As a Paraplanner, you will have access to a structured training programme, offering Training & Competency oversight to support your personal development. We encourage continuous professional development through ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from a team of experienced Paraplanners and Financial Advisers.

As a Paraplanner, your responsibilities will include:

1. Preparing suitability reports across a wide range of advice types, financial products, and investment solutions.
2. Carrying out necessary technical research.
3. Ensuring client records contain sufficient Know Your Client information to demonstrate the suitability of our advice, and that they are kept accurate and up-to-date at all times.
4. Collaborating with Financial Planners to deliver a positive client experience, ensuring client delivery dates and outcomes are achieved.
5. Attending client meetings to support the Financial Planner in delivering cashflow modelling, as required.
6. Managing processes, tasks, and complying with FCA guidelines.

Qualifications

To be successful in this role, you must:

• Be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning.