Paraplanner: Growth, Study Support & Competitive Benefits

Financial Divisions; Croydon; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonus

25 days annual leave

Employer pension contributions

Private Medical Insurance allowance

Death in Service cover

Study support and qualifications

Company laptop and mobile phone

Free on-site parking

Regular team social events

Career progression opportunities

Job summary

Financial Divisions in Croydon is seeking an experienced Paraplanner to join a client-centric wealth management practice. You will deliver comprehensive research and detailed suitability reports across pensions, investments and protection, helping advisers provide outstanding financial advice.

You will support the wealth planning journey with accuracy and compliance, maintain client records and contribute to ongoing professional development while enjoying a collaborative, professional

Qualifications

• Previous Paraplanning experience within an Independent Financial Advice or Wealth Management environment.
• Strong technical knowledge of pensions, investments and financial planning.
• Excellent report writing and analytical skills.
• Outstanding attention to detail and organisational ability.
• Experience working with financial planning software and provider platforms.
• Excellent communication skills with clients and professional contacts.

Responsibilities

• Produce high-quality suitability reports and recommendation letters.
• Conduct detailed research across pensions, investments, protection and financial planning solutions.
• Analyse client circumstances and provide technical support to Financial Advisers.
• Prepare illustrations, comparisons and product research.
• Liaise with providers, platforms and third parties to obtain technical information.
• Ensure all recommendations meet FCA and compliance standards.
• Maintain accurate client records using CRM and provider platforms.
• Support advisers throughout the entire financial planning journey from research through to implementation.
• Assist in delivering an exceptional client experience through accuracy, efficiency and attention to detail.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Report writing

Attention to detail

CRM usage

Communication skills

Tools

Intelliflo Office

Nucleus

Transact

Quilter

Standard Life/Abrdn

Job description

Financial Divisions in Croydon is seeking an experienced Paraplanner to join a client-centric wealth management practice. You will deliver comprehensive research and detailed suitability reports across pensions, investments and protection, helping advisers provide outstanding financial advice.

You will support the wealth planning journey with accuracy and compliance, maintain client records and contribute to ongoing professional development while enjoying a collaborative, professional