Paraplanner

Nelson Scott; Aylesbury; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading recruitment firm is seeking a Paraplanner to join their remote team, supporting Financial Planners and enhancing client experiences. This role offers structured training and professional growth opportunities, with responsibilities including preparing reports and conducting research. Ideal candidates will hold a Level 4 qualification in Financial Planning and possess strong collaboration skills.

Benefits

Structured training program

Continuous professional development

Qualifications

• Level 4 qualification in Financial Planning is essential.
• Strong technical research skills required.
• Experience in client collaboration and compliance is beneficial.

Responsibilities

• Prepare suitability reports across various financial products.
• Conduct necessary technical research.
• Collaborate with Financial Planners to ensure positive client experiences.

Skills

Technical research

Client collaboration

Compliance

Education

Level 4 qualified - CII, Diploma in Financial Planning

Job description

2 weeks ago Be among the first 25 applicants

This range is provided by Nelson Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Nelson Scott

Specialist Financial Services Recruiter and Former Paraplanner - Connecting Top Talent in Wealth Management

What will you be doing?

We’re seeking a talented individual to join our remote-based central team, responsible for supporting 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 program, offering Training & Competency oversight to facilitate personal development. We encourage continuous professional growth through ongoing studying and qualifications. You will have the opportunity to collaborate with and learn from our team of experienced Paraplanners and Financial Advisers.

Your responsibilities will include:

• Preparing suitability reports across various advice types, financial products, and investment solutions
• Conducting necessary technical research
• Ensuring client records contain sufficient Know Your Client information to demonstrate advice suitability and are kept accurate and current
• Collaborating with Financial Planners to deliver a positive client experience, meeting delivery dates and achieving positive outcomes
• Attending client meetings to support the Financial Planner with cashflow modelling, as required
• Managing processes, tasks, and ensuring compliance with FCA guidelines

Qualifications

To succeed in this role, you must:

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

Seniority level

• Associate

Employment type

• Full-time

Job function

• Other

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Locations include:

• Aylesbury, England, UK
• Amersham, England, UK
• Milton Keynes, England, UK
• St Albans, England, UK