Paraplanner

fs talent; Greater London; On-site; GBP 32,000 - 45,000; Full time

Job summary

fs talent is partnered with a well-established London HQ Wealth Management firm to recruit a Paraplanner. You will support Financial Planners, prepare for client meetings, review fact finds and research products to inform recommendations.

Role involves drafting suitability reports, assisting with pensions and investments, and contributing to cashflow modelling and regulatory compliance. Strong written and numerical skills are essential.

Qualifications

• Experience in financial planning, wealth management or an IFA environment.
• Ability to prepare suitability reports and support regulated advice.
• Strong written and numerical skills; organised and accurate.

Responsibilities

• Assist Financial Planners to prepare for client meetings and reviews.
• Review client fact finds, objectives and existing financial arrangements.
• Undertake technical and product research.
• Prepare suitability reports and recommendation documentation.
• Support pensions, investments, retirement planning and protection work.
• Produce financial planning calculations and supporting analysis.
• Assist with cashflow modelling as needed.
• Review provider and platform information for accuracy.
• Ensure all advice files meet internal compliance and regulatory requirements.
• Support advisers with technical queries on complex cases.
• Keep client records and case notes accurate and up to date.
• Collaborate with administration, operations and compliance to progress cases.

Skills

Paraplanning

Technical research

Pensions knowledge

Investments knowledge

Suitability reports

Cashflow modelling

Regulatory compliance

Client records management

Team collaboration

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We are working with a well-established London HQ Wealth Management firm (circa £5b AUM) that is looking to strengthen its team with the addition of a Paraplanner.

Key Responsibilities

• Working alongside Financial Planners to prepare for client meetings and advice reviews
• Reviewing client fact finds, objectives and existing financial arrangements
• Undertaking technical and product research
• Preparing suitability reports and recommendation documentation
• Supporting advice relating to pensions, investments, retirement planning and protection
• Producing financial planning calculations and supporting analysis
• Assisting with cashflow modelling where appropriate
• Reviewing provider and platform information
• Ensuring all advice files meet internal compliance and regulatory requirements
• Supporting advisers with technical queries and more complex client cases
• Keeping client records and case notes accurate and up to date
• Working closely with administration, operations and compliance teams to ensure cases progress efficiently

What We Are Looking For

We are looking for someone with experience within financial planning, wealth management or an IFA environment who is keen to continue developing as a Paraplanner.

Ideally, you will:

• Hold the Level 4 Diploma in Regulated Financial Planning, or currently be working towards it
• Have previous paraplanning, technical support or financial planning experience
• Have a good understanding of pensions and investment products
• Be comfortable researching and interpreting technical information
• Have experience preparing suitability reports or supporting regulated advice
• Have strong written and numerical skills
• Be organised, accurate and capable of managing multiple cases
• Be comfortable working closely with advisers and other members of the wider team

Full Level 4 qualification is not essential where candidates can demonstrate relevant experience and are actively progressing towards the qualification.

This role would suit someone looking to establish themselves as a high-quality technical Paraplanner and continue progressing their professional qualifications.

There is scope to develop further within paraplanning and wider financial planning as your experience and qualifications grow.