Paraplanner

Job Description:

Are you working towards your CII Level 4 Financial Planning qualification?

Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.

Skills/Experience:

1. Product knowledge of pensions, bonds and other wrappers
2. Experience in the onboarding journey of a new client
3. Strong Excel skills and experience
4. Good knowledge of operational administration including settlement and transfers
5. An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired

Core Responsibilities:

1. Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
2. Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
3. Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
4. Draft client correspondence, including fund switches and withdrawals.
5. Assist with new business processing, onboarding, and CRM updates.
6. Maintain compliant advice files and support clients with queries.
7. Manage prospect data and Adviser pipelines in Xplan.
8. Handle dealing instructions for investments.
9. Ensure accurate and timely client communication (emails, letters, reports).
10. Oversee workloads to enhance client experience and improve procedures.
11. Collaborate with Client Servicing and Operations teams to optimise service levels.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16028

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.