Technical Paraplanner for Wealth Planning & Advice

fs talent; Greater London; On-site; GBP 32,000 - 45,000; Full time

Job summary

fs talent is partnered with a well-established London HQ Wealth Management firm to recruit a Paraplanner. You will support Financial Planners, prepare for client meetings, review fact finds and research products to inform recommendations.

Role involves drafting suitability reports, assisting with pensions and investments, and contributing to cashflow modelling and regulatory compliance. Strong written and numerical skills are essential.

Qualifications

• Experience in financial planning, wealth management or an IFA environment.
• Ability to prepare suitability reports and support regulated advice.
• Strong written and numerical skills; organised and accurate.

Responsibilities

• Assist Financial Planners to prepare for client meetings and reviews.
• Review client fact finds, objectives and existing financial arrangements.
• Undertake technical and product research.
• Prepare suitability reports and recommendation documentation.
• Support pensions, investments, retirement planning and protection work.
• Produce financial planning calculations and supporting analysis.
• Assist with cashflow modelling as needed.
• Review provider and platform information for accuracy.
• Ensure all advice files meet internal compliance and regulatory requirements.
• Support advisers with technical queries on complex cases.
• Keep client records and case notes accurate and up to date.
• Collaborate with administration, operations and compliance to progress cases.

Skills

Paraplanning

Technical research

Pensions knowledge

Investments knowledge

Suitability reports

Cashflow modelling

Regulatory compliance

Client records management

Team collaboration

Education

Level 4 Diploma in Regulated Financial Planning

Job description

fs talent is partnered with a well-established London HQ Wealth Management firm to recruit a Paraplanner. You will support Financial Planners, prepare for client meetings, review fact finds and research products to inform recommendations.

Role involves drafting suitability reports, assisting with pensions and investments, and contributing to cashflow modelling and regulatory compliance. Strong written and numerical skills are essential.