Paraplanner

Legal And General Group; England; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading UK financial services group is seeking a Paraplanner to provide technical support in delivering financial planning solutions. This role involves preparing suitability reports, conducting research, and ensuring compliance with FCA regulations. The ideal candidate will have experience in paraplanning and knowledge of pensions, investments, and tax planning. The company offers opportunities for flexible working and a competitive benefits package.

Benefits

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

25 days holiday plus public holidays

Electric car scheme

Employee discounts

Qualifications

• Experience producing accurate, compliant reports.
• Familiarity with FCA regulations, including COBS and Consumer Duty.
• Ability to interpret client data effectively.

Responsibilities

• Prepare compliant suitability reports tailored to client needs.
• Conduct research across various financial sectors.
• Collaborate with advisers on client recommendations.

Skills

Paraplanning experience

Knowledge of pensions

Knowledge of investments

Knowledge of protection

Knowledge of tax planning

Ability to communicate technical concepts

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

What you’ll be doing:

• Preparing clear and compliant suitability reports tailored to client circumstances
• Conducting research across pensions, investments, protection, and tax planning
• Analysing client data and risk profiles to inform advice strategies
• Collaborating with advisers to refine recommendations and clarify client needs
• Ensuring all advice meets FCA requirements and internal compliance standards
• Supporting advisers with technical input and evidence-based solutions
• Explaining our approach to financial advice and ensuring clients understand recommendations
• Contributing to process improvements and maintaining high governance standards

Qualifications

Who we’re looking for:

• Experience in a paraplanning role producing accurate, compliant reports
• Strong knowledge of pensions, investments, protection, and tax planning
• Awareness of FCA regulations, including COBS and Consumer Duty principles
• Ability to interpret client data and communicate technical concepts clearly
• Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
• Proven ability to build rapport with advisers and clients
• Exposure to cashflow modelling and standard planning scenarios
• Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.