Senior Paraplanner

Legal & General; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Greater London is seeking a Senior Paraplanner to support financial advisers and enhance the paraplanning function. You'll assess and create suitability reports, mentor junior staff, and collaborate on improving processes. Ideal candidates have deep knowledge of financial planning, strong FCA regulation understanding, and proven mentoring skills. This role offers competitive benefits, including an opportunity for performance-related bonuses and a generous pension contribution.

Benefits

Performance-related bonus plan

Generous pension contribution

Healthcare Plan

25+ days holiday

Electric car scheme

Employee discounts

Qualifications

• Proven experience producing compliant, high-quality suitability reports.
• Experience supporting advisers with complex planning scenarios.
• Experience managing and coaching team members.

Responsibilities

• Assess the suitability of financial advice against customer needs.
• Produce high-quality suitability reports and conduct technical research.
• Mentor paraplanners and support their development.

Skills

Detail-oriented

Understanding of FCA regulations

Mentoring skills

Financial planning expertise

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning tools

CRM systems

Job description

Overview

Job Description

Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases, and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d love to hear from you.

Responsibilities

• Assessing the suitability of financial advice against customer needs and regulatory standards
• Producing high-quality suitability reports and conducting technical research
• Mentoring paraplanners and supporting their development
• Leading improvements to advice workflows and client journeys
• Ensuring documentation and advice meet compliance and governance standards
• Collaborating with advisers, compliance, and operations teams
• Explaining advice recommendations clearly and fairly to customers
• Managing team performance in line with company policies

Qualifications

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience)
• In-depth knowledge of pensions, investments, protection, and tax planning
• Strong understanding of FCA regulations including COBS and Consumer Duty
• Proven experience producing compliant, high-quality suitability reports
• Experience supporting advisers with complex planning scenarios
• Familiarity with financial planning tools and CRM systems
• Exposure to process improvement and client journey design
• Experience managing and coaching team members

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.