Paraplanner

Advancing People Ltd.; City Of London; Remote; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Attractive company benefits

Job summary

Advancing People Ltd. is recruiting an experienced Paraplanner to join a well-established financial planning practice. The role offers full-time permanent employment with remote work and occasional travel, supporting the adviser and team in delivering compliant client-focused solutions.

You will analyse client needs, research products, and prepare suitability reports, illustrations and reviews. A Level 4 Diploma in Financial Planning or progress toward it is preferred.

Qualifications

• Experience in an SJP Paraplanning role.
• Experience in the James's Place environment.
• Regulatory knowledge for financial planning.
• Pension Transfers, IHT and Investment products experience.
• Up-to-date knowledge of relevant financial services regulation and legislation.
• Experience producing suitability letters and client-facing documentation.
• Strong numerical and analytical skills.

Responsibilities

• Fully analyse client requirements and accurately record client information.
• Research and analyse financial products in line with client objectives.
• Construct financial planning solutions across investment, retirement, tax and estate planning.
• Produce financial models, illustrations, reports and supporting documentation.
• Prepare detailed suitability reports and manage client files through the advice process.
• Prepare ongoing advice reviews and investment performance reviews.
• Ensure a consistently high standard of client service and attention to detail.

Skills

Strong numerical skills

Analytical skills

Communication skills

Client-facing experience

Education

Level 4 Diploma in Financial Planning / PFS qualification (or working towards)

Tools

SOFI

Tweed

Job description

Advancing People are working with a well-established financial planning practice who are looking to recruit an experienced Paraplanner to join their team on a full time, permanent basis.

This is an excellent opportunity for an experienced Paraplanner looking to join a professional and client-focused financial planning environment on a remote basis with occasional travel.

The Role

As a Paraplanner, you will provide high-quality technical and administrative support throughout the financial advice process, helping to develop and deliver appropriate financial planning solutions for clients.

You will work closely with the financial adviser and wider practice team, taking responsibility for producing accurate, compliant and client-focused documentation.

Key Responsibilities

• Fully analyse client requirements and accurately record client information.
• Research and analyse financial products in line with client objectives.
• Construct financial planning solutions across investment, retirement, tax and estate planning.
• Produce financial models, illustrations, reports and supporting documentation.
• Prepare detailed suitability reports and take responsibility for client files throughout the advice process.
• Prepare ongoing advice reviews and investment performance reviews.
• Ensure a consistently high standard of client service and attention to detail.

You will ideally have

• Experience in an SJP Paraplanning role.
• Previous experience working within the James's Place environment.
• Level 4 Diploma in Financial Planning / PFS qualification, or be actively working towards
• Experience across Pension Transfers, Inheritance Tax (IHT) and Investment products.
• Up-to-date knowledge of relevant financial services regulation and legislation.
• Experience with SOFI and Tweed would be advantageous.
• Strong numerical and analytical skills.
• Experience producing suitability letters and client-facing documentation.
• Strong communication skills and confidence dealing with third parties.
• A positive, professional and client-focused approach.

This is a full-time permanent position offering an annual basic salary of up to £45,000 + attractive company benefits.

Remote role with occasional Travel.

Advancing People Ltd is an Equal Opportunities Employer.