Paraplanner

www.topfinancialjobs.co.uk - Jobboard; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

An established financial planning practice is seeking a detail-oriented Paraplanner to support Financial Advisers. This role involves managing advice processes, conducting product research, and writing suitability reports. The ideal candidate will have experience in paraplanning, a strong understanding of financial products, and the ability to build solid relationships with clients and advisers. With a hybrid working model and excellent benefits, this is a fantastic opportunity to grow within a supportive team during a period of expansion.

Benefits

4% matched pension

Health Cash Plan

Death In Service

Income protection

Cycle to work scheme

Company events

Breakfast supplies

Qualifications

• Experience in paraplanning or a similar role within financial services.
• Level 4 Diploma qualified or close to completion.

Responsibilities

• Assist with client meeting preparation and attend as required.
• Write suitability reports across Pensions, Investments, and Protection.

Skills

Paraplanning experience

Financial product knowledge

Client relationship management

Research skills

Cash flow modelling

Education

Level 4 Diploma in Financial Planning

Tools

Voyant

SelectaPension

FE Analytics

Job description

Paraplanner
Location: Finchley, North London
Salary: 40,000 + Excellent Benefits

Full-time Hybrid/Flexible Working

Benefits include:

• 2 or 3 days a week in the office
• 4% matched pension
• Health Cash Plan
• Death In Service
• Income protection (terms apply).
• Cycle to work scheme
• EAPs
• Company events
• Breakfast supplies

A mid-sized Financial Planning practice in North London are hiring across a number of their teams in a period of growth. They look after individual and corporate clients and are seeking a detail-orientated Paraplanner to join their team.

As a Paraplanner, you will be responsible for supporting one or more Financial Advisers by managing advice processes in a compliant and efficient manner. Your key responsibilities will include:

• Assisting with client meeting preparation, attending these as required
• Undertaking research into products
• Writing suitability reports across Pensions, Investments, Protection, Equity Release
• Cash flow modelling
• Manage new business cases and submissions
• Monitor new business pipeline
• Fund switches & withdrawals
• Utilising Voyant, SelectaPension, FE Analytics and more
• Building strong relationships with Advisers, clients, and providers.

We are looking for someone who:

• Has experience in paraplanning or a similar role within financial services.
• Is Level 4 Diploma qualified (or close to completion!)
• Has a good understanding of financial products, investment strategies, and regulatory requirements.
• Can build strong relationships with clients, advisers, and providers.

If you are an experienced Paraplanner looking for a new challenge, we would love to hear from you!