Paraplanner

Financial Divisions; Croydon; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonus

25 days annual leave

Employer pension contributions

Private Medical Insurance allowance

Death in Service cover

Study support and qualifications

Company laptop and mobile phone

Free on-site parking

Regular team social events

Career progression opportunities

Job summary

Financial Divisions in Croydon is seeking an experienced Paraplanner to join a client-centric wealth management practice. You will deliver comprehensive research and detailed suitability reports across pensions, investments and protection, helping advisers provide outstanding financial advice.

You will support the wealth planning journey with accuracy and compliance, maintain client records and contribute to ongoing professional development while enjoying a collaborative, professional

Qualifications

• Previous Paraplanning experience within an Independent Financial Advice or Wealth Management environment.
• Strong technical knowledge of pensions, investments and financial planning.
• Excellent report writing and analytical skills.
• Outstanding attention to detail and organisational ability.
• Experience working with financial planning software and provider platforms.
• Excellent communication skills with clients and professional contacts.

Responsibilities

• Produce high-quality suitability reports and recommendation letters.
• Conduct detailed research across pensions, investments, protection and financial planning solutions.
• Analyse client circumstances and provide technical support to Financial Advisers.
• Prepare illustrations, comparisons and product research.
• Liaise with providers, platforms and third parties to obtain technical information.
• Ensure all recommendations meet FCA and compliance standards.
• Maintain accurate client records using CRM and provider platforms.
• Support advisers throughout the entire financial planning journey from research through to implementation.
• Assist in delivering an exceptional client experience through accuracy, efficiency and attention to detail.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Report writing

Attention to detail

CRM usage

Communication skills

Tools

Intelliflo Office

Nucleus

Transact

Quilter

Standard Life/Abrdn

Job description

Salary: Up to £50,000 + Bonus + Exceptional Benefits

Are you an experienced Paraplanner looking to join a highly respected and forward-thinking financial planning firm where your expertise is genuinely valued?

This is an outstanding opportunity to become part of a thriving, client-centric wealth management practice that has built its reputation on delivering exceptional financial planning and long-term relationships. With continued business growth and an expanding client base, they're now looking to welcome a talented Paraplanner who is passionate about delivering first-class technical support and helping advisers provide outstanding financial advice.

If you enjoy working in a collaborative, professional environment where quality takes precedence over quantity and your career development is actively encouraged, this could be the opportunity you've been waiting for.

The Opportunity

As an integral member of the technical support team, you'll work closely with Financial Advisers to deliver comprehensive research, detailed suitability reports and technical analysis across pensions, investments, protection and wider financial planning.

You'll play a pivotal role behind every successful client recommendation, ensuring every piece of advice is accurate, compliant and tailored to each client's individual objectives.

This is a business that genuinely invests in its people, offering ongoing professional development, study support and genuine opportunities to progress your career.

Your Responsibilities

• Produce high-quality suitability reports and recommendation letters.
• Conduct detailed research across pensions, investments, protection and financial planning solutions.
• Analyse client circumstances and provide technical support to Financial Advisers.
• Prepare illustrations, comparisons and product research.
• Liaise with providers, platforms and third parties to obtain technical information.
• Ensure all recommendations meet FCA and compliance standards.
• Maintain accurate client records using CRM and provider platforms.
• Support advisers throughout the entire financial planning journey from research through to implementation.
• Assist in delivering an exceptional client experience through accuracy, efficiency and attention to detail.

What We're Looking For

We're keen to speak with experienced Paraplanners who possess:

• Previous Paraplanning experience within an Independent Financial Advice or Wealth Management environment.
• Strong technical knowledge of pensions, investments and financial planning.
• Excellent report writing and analytical skills.
• Outstanding attention to detail and organisational ability.
• Experience working with financial planning software and provider platforms.
• Excellent communication skills with both clients and professional contacts.
• A proactive attitude and genuine desire to continue developing professionally.
• Microsoft Office proficiency, particularly Word, Excel and Outlook.

Experience using Intelliflo Office and platforms such as Nucleus, Transact, Quilter and Standard Life/Abrdn would be advantageous but is by no means essential.

What's On Offer

• Salary up to £50,000 depending on experience.
• Discretionary annual bonus.
• 25 days annual leave plus Christmas office closure.
• Employer pension contributions.
• Private Medical Insurance allowance.
• Death in Service cover.
• Study support and professional qualifications.
• Company laptop and mobile phone.
• Free on-site parking.
• Regular team social events.
• Genuine long-term career progression within a growing and successful financial planning practice.

Why Apply?

This is far more than another Paraplanning role. It's an opportunity to become part of a business that values professionalism, technical excellence and exceptional client service in equal measure.

You'll be joining an organisation where your contribution is recognised, your development is supported and your career can flourish as the business continues its exciting growth journey.