Paraplanner

Recruit UK | Certified B Corp™; City Of London; Hybrid; GBP 46,000 - 55,000; Full time

Job summary

A leading company in financial planning recruitment is seeking a Paraplanner for its London office. This role involves collaborating with advisers to analyze client needs and prepare actionable financial strategies. Candidates should possess a regulated diploma and demonstrate strong analytical skills, ensuring compliance with industry standards.

Qualifications

• Diploma in Financial Planning required.
• Understanding of financial processes essential.
• Ability to work within defined business processes.

Responsibilities

• Discuss client objectives with the Adviser.
• Undertake financial analysis and produce reports.
• Prepare draft recommendation reports.

Skills

Financial Planning

Analytical Skills

Attention to Detail

Education

Regulated Diploma in Financial Planning

Job description

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Recruit UK | Certified B Corp provided pay range

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Base pay range

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Consultant at Recruit UK - Financial Planning Recruitment - London

Job Title: Paraplanner

Location: City of London/ Gatwick Office

Salary: Up to £55,000

Reference Number: 9642

If you're in the market for a Paraplanner role and want the following, please let me know:

• Salary up to £55,000
• 2 days a month in Office (your choice for which office)
• Role in City of London or Gatwick Office

We are currently working with a Nationwide IFA firm to fill a Paraplanner role. This role involves the below:

RESPONSIBILITIES

• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client’s needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up-to-date report template is used.
• Request and obtain application forms and other associated paperwork.
• Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
• On-going servicing of clients, for example withdrawals or fund switches.
• Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified
• Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
• Ability to work within defined business processes and to achieve agreed outcomes without supervision.
• Ability to multi-task and to prioritise and plan own workload.
• Good report writing and communication skills.

Please get in touch if you are interested.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Writing/Editing and Administrative

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