Paraplanner - Hybrid London with Growth & CPD

Recruit UK; Greater London; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Performance bonus

Full study support

Pension scheme

Private healthcare

Clear internal progression pathway

Job summary

A financial planning firm seeks a technically skilled Paraplanner to support advisers with research and report writing in a hybrid work environment. Key responsibilities include conducting analyses, drafting reports, and managing case progression. Candidates should have significant technical knowledge in financial planning and at least two years in a related position. The role offers a salary ranging from £40,000 to £55,000, performance bonuses, full study support, and a clear progression pathway to Senior Paraplanner or Adviser.

Qualifications

• Strong technical knowledge of pensions, investments, taxation, and FCA rules.
• Minimum of 2 years in a technical Paraplanner position.
• CII Certificate in Paraplanning or CISI recognised qualification is an advantage.

Responsibilities

• Conduct fact finding and analyse client information.
• Research and compare financial products.
• Draft suitability letters and technical reports.

Skills

Technical knowledge of pensions

Investment planning

Strong written communication

Attention to detail

Cashflow modelling software

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

CashCalc

Job description

A financial planning firm seeks a technically skilled Paraplanner to support advisers with research and report writing in a hybrid work environment. Key responsibilities include conducting analyses, drafting reports, and managing case progression. Candidates should have significant technical knowledge in financial planning and at least two years in a related position. The role offers a salary ranging from £40,000 to £55,000, performance bonuses, full study support, and a clear progression pathway to Senior Paraplanner or Adviser.