Technical Paraplanner: Research, Cashflows & Reports (Hybrid)

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

Benefits offered by this job

Full study support

Ongoing CPD funding

Pension scheme

Private healthcare

Clear internal progression pathway

Job summary

A well-established financial planning practice is seeking a technically strong Paraplanner in London to support advisers in research, analysis, and report writing. Responsibilities include conducting fact-finding, researching financial products, and drafting suitability letters. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and at least 2 years in a technical Paraplanner role. The position offers potential for hybrid work after probation and a clear pathway for career progression.

Qualifications

• Minimum of 2 years in a technical Paraplanner position.
• Strong written communication and report writing skills.
• Able to manage deadlines and workloads effectively.

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

Taxation knowledge

Report writing skills

Attention to detail

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Certificate in Paraplanning

Tools

Cashflow modelling software

Voyant

CashCalc

Job description

A well-established financial planning practice is seeking a technically strong Paraplanner in London to support advisers in research, analysis, and report writing. Responsibilities include conducting fact-finding, researching financial products, and drafting suitability letters. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and at least 2 years in a technical Paraplanner role. The position offers potential for hybrid work after probation and a clear pathway for career progression.