Paraplanner - London

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

Job Title: Paraplanner

Location: London/hybrid

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

Job ID: 10057

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

What we offer

• 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

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