Paraplanner - Gatwick

Blakemore Recruitment; Crawley Down; Híbrido; GBP 35 000 - 48 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Employer pension contributions

Death-in-service benefit

Health cash plan

Hybrid working after training

Resumo da oferta

Blakemore Recruitment is seeking an experienced Paraplanner based near Gatwick. The role is hybrid and involves close collaboration with financial advisers to deliver high-quality planning solutions.

The ideal candidate has a Level 4 Diploma in Financial Planning, strong technical knowledge, and a track record of producing detailed suitability and annual review reports. Experience with pooled paraplanning systems and software like Intelligent Office, CashCalc, Genovo or FE Analytics is highly

Qualificações

• Previous experience in paraplanning.
• Level 4 Diploma in Financial Planning or equivalent.
• Experience writing annual reviews and recommendation reports.
• Strong technical knowledge and ability to write complex, high-quality reports.
• Understanding of financial services compliance and regulatory requirements.
• Excellent organisational skills and workload management.
• Research, analytical and decision-making skills.
• Proactive and able to work independently and collaboratively.

Responsabilidades

• Prepare and maintain accurate client files.
• Research, prepare and document financial planning recommendations.
• Write detailed suitability, recommendation and annual review reports.
• Ensure all compliance documentation is complete and up to date.
• Conduct investment product research and due diligence.
• Support investment committee processes.
• Provide technical support to financial advisers and act as a reference point.
• Research and review financial products in the market.
• Support paraplanning colleagues and assist with coaching.
• Provide additional support to the paraplanning team as needed.

Conhecimentos

Paraplanning

Report writing

Regulatory knowledge

Analytical skills

Time management

Formação académica

Level 4 Diploma in Financial Planning

Ferramentas

Intelligent Office

CashCalc

Genovo

FE Analytics

Descrição da oferta de emprego

Paraplanner

Location: Gatwick | Full-Time | Hybrid Working

We are recruiting an experienced, Level 4 Diploma-qualified Paraplanner on behalf of an established financial planning firm, based in Gatwick.

This is an excellent opportunity for a technically strong paraplanner to join a professional and supportive team, working closely with financial advisers and support colleagues to deliver high-quality financial planning solutions.

The ideal candidate will have strong technical knowledge, excellent report-writing skills and the ability to produce detailed, complex suitability reports tailored to individual client needs. Experience working within a pooled paraplanning system would be particularly advantageous.

The Role

Responsibilities will include:

• Preparing and maintaining accurate client files.
• Researching, preparing and documenting financial planning recommendations.
• Writing detailed suitability, recommendation and annual review reports.
• Ensuring all compliance documentation is complete and up to date.
• Conducting investment product research and due diligence.
• Supporting investment committee processes.
• Providing technical support to financial advisers and acting as a key point of reference.
• Researching and reviewing financial products available in the market.
• Supporting colleagues and assisting with the coaching of new starters where required.
• Providing additional support to the paraplanning team as needed.

About You

To be considered for this opportunity, you will have:

• Previous experience working in a paraplanning role.
• A Level 4 Diploma in Financial Planning or equivalent qualification.
• Experience preparing annual reviews and recommendation reports.
• Strong technical knowledge and the ability to write complex, high-quality reports.
• A thorough understanding of financial services compliance and regulatory requirements.
• Excellent organisational skills and the ability to manage your own workload.
• Strong research, analytical and decision-making skills.
• A proactive approach, with the ability to work independently and collaboratively.

Experience working within a pooled paraplanning system is highly desirable. Familiarity with Intelligent Office, CashCalc, Genovo, FE Analytics or similar financial planning software would also be beneficial.

Previous supervisory or management experience would be an advantage but is not essential.

Working Arrangements

This is a full-time position based in Gatwick, with hybrid working available following an initial training period.

The preference is for the successful candidate to work in the office at least three days per week once fully trained. During the initial training and induction period, daily office attendance may be required, so candidates should be comfortable commuting regularly to the office in Worthing for training. Travel to Worthing for team meetings may also be required once established in the role.

What’s on Offer?

• Competitive salary, dependent on experience.
• Hybrid working following initial training.
• A friendly, modern and supportive working environment.
• Long-term career prospects and progression opportunities.
• Employer pension contributions.
• Death-in-service benefit.
• Health cash plan, subject to a qualifying period.
• Relaxed dress code.