Paraplanner

Clayton Davies; City Of London; On-site; GBP 45,000 - 50,000; Full time

Job summary

An established industry player in financial services is seeking a skilled Paraplanner to enhance their dynamic team. In this role, you will support Financial Planners by preparing detailed reports and utilizing cashflow modeling tools to create tailored financial plans. Your expertise in financial planning and compliance will be key in delivering exceptional service to clients. If you're passionate about making a difference in the financial sector and have the relevant experience, this is an exciting opportunity to grow your career in a forward-thinking environment.

Qualifications

• Minimum 5 years experience as a Paraplanner.
• Qualified to Level 4 Diploma in Financial Planning or equivalent.

Responsibilities

• Collaborate with Financial Planners to develop effective financial strategies.
• Prepare suitability reports and conduct product research.

Skills

Financial Planning

Cashflow Modelling

Product Research

Compliance Knowledge

Education

Level 4 Diploma in Financial Planning

Level 6 Diploma in Financial Planning (in progress)

Tools

Voyant

Job description

3 days ago Be among the first 25 applicants

This range is provided by Clayton Davies. 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 Clayton Davies

Director at Clayton Davies - 07515031496 / [e-mail]

Our client is well-established and forward-thinking financial planning firm dedicated to delivering exceptional advice and support to our valued clients. They are looking for an experienced Paraplanner to join their dynamic team.

As an Experienced Paraplanner, you'll play a key role in supporting their Financial Planners by preparing high-quality reports, researching financial products, and using cashflow modelling tools (primarily Voyant) to create tailored, effective financial plans.

Role & Responsibilities:

• Collaborate closely with Financial Planners to understand client goals and develop financial strategies.
• Use Voyant to produce cashflow models and visual financial plans.
• Prepare suitability reports, technical analysis, and recommendations across pensions, investments, and protection.
• Conduct product research and maintain compliance with regulatory requirements.
• Assist in the development of internal processes and best practices.

Do you have the following to apply?

• Qualified to Level 4 Diploma in Financial Planning (or equivalent) and ideally studying towards Level 6.
• Minimum 5 years experience as a Paraplanner.
• Working knowledge of Voyant software would be highly beneficial.

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Financial Services, Investment Management, and Investment Advice

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