Paraplanner - London

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

Job summary

A leading financial recruitment firm in London is looking for a technically strong Paraplanner to join their professional team. The ideal candidate should possess strong skills in research, analysis, and report writing, with a minimum of 2 years' experience. You will conduct fact-finding, compare financial products, and draft compliance reports. The role offers a competitive salary of £40,000 to £55,000, full study support, and a hybrid working pattern, with opportunities for progression within the firm.

Benefits

Full study support

Ongoing CPD funding

Pension scheme

Private healthcare

Performance bonus

Qualifications

• Minimum of 2 years in a technical Paraplanner position.
• Experience comparing financial products across pensions and investments.
• Ability to manage deadlines and workloads effectively.

Responsibilities

• Conduct fact finding and analyse client information.
• Research financial products.
• Draft suitability letters and technical reports.
• Liaise with compliance and manage case progression.

Skills

CII Level 4 Diploma in Regulated Financial Planning

Strong technical knowledge of pensions and investment planning

Strong written communication and report writing skills

Previous experience using cashflow modelling software

Attention to detail

Education

CII Certificate in Paraplanning or CISI recognised qualification

Job description

Job Title: Paraplanner

Location: London / hybrid

Salary: £40,000 to £55,000 depending on experience

Job ID: 10058

About the Role

A well established financial planning practice is seeking a technically strong Paraplanner to support advisers with research, analysis and compliant report writing. You will be joining a professional team with a clear focus on high quality advice delivery and client outcomes.

Your role will include but not be limited to

• Conduct fact finding and analyse client information including objectives and risk profiles
• Research and compare financial products across pensions, investments and protection
• Build cashflow models and retirement forecasts using Voyant or CashCalc
• Draft suitability letters and technical reports in line with FCA guidance
• Prepare illustrations, provider packs and key documents
• Support advisers in client review meetings
• Liaise with compliance to ensure all files are audit ready
• Manage case progression and communicate directly with product providers

Skills and experience required

• CII Level 4 Diploma in Regulated Financial Planning or working towards completion
• CII Certificate in Paraplanning or CISI recognised qualification is an advantage
• Strong technical knowledge of pensions, investment planning, taxation and FCA rules
• Previous experience using cashflow modelling software
• Strong written communication and report writing skills
• Minimum of 2 years in a technical Paraplanner position
• Able to manage deadlines and workloads effectively with precise attention to detail

Benefits

• Salary from £40,000 to £55,000 plus performance bonus
• Full study support and ongoing CPD funding
• Pension scheme and private healthcare
• Hybrid working pattern available
• Clear internal progression pathway to Senior Paraplanner or Adviser if desired

About Recruit UK

Recruit UK specialise in financial services recruitment across the whole of the UK offering coverage for all levels within financial planning, wealth management, compliance and technical support.

Our commitment to you at Recruit UK

• Recruit UK embraces equality, diversity and inclusion and promotes this across all activity
• Every journey begins with a detailed conversation about you and your future goals
• Honest feedback on your suitability and position in the current market
• Access to a wide network across financial planning to source the right fit for you
• If we believe you are already in the best environment we will tell you
• A mindful approach linked to career satisfaction not only salary
• UK wide coverage with a local consultant supporting you
• No pestering just clear professional communication