Paraplanner

Core-Asset Consulting Ltd; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their London team on a 12-month fixed-term contract. This role offers a unique opportunity to support financial advisers in delivering exceptional client service, ensuring compliance, and maintaining high standards in documentation and reporting. You'll be instrumental in managing client onboarding, producing business reports, and enhancing operational efficiency. If you're working towards your CII Level 4 Financial Planning qualification and possess strong Excel skills, this could be a perfect fit for you. Join a dynamic team and contribute to meaningful financial planning solutions.

Qualifications

• Experience in financial planning and client onboarding is essential.
• Strong Excel skills and operational administration knowledge are required.

Responsibilities

• Support Advisers by coordinating client meetings and preparing Statements of Suitability.
• Manage prospect data and handle client communication effectively.

Skills

Product knowledge of pensions

Onboarding experience

Strong Excel skills

Operational administration knowledge

CII Level 4 Financial Planning qualification

Education

CII Level 4 Financial Planning qualification

Tools

Xplan

Job description

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:

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

Core Responsibilities:

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

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.