Paraplanner
other jobs Recruit UK
Added before 6 Days
- England,London,City of London
- Full Time, Permanent
- £70,000 per annum
Job Description:
Paraplanner
Location: North Finchley
Salary: Up to £70,000 (dependent on experience and qualifications)
An established and highly respected Financial Planning firm is seeking an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a career-focused individual who enjoys delivering high-quality, compliant advice support within a professional and well-structured advisory environment.
The successful candidate will have a minimum of three years’ experience within a financial services firm, including direct paraplanning experience. Ideally, you will be Level 4 Diploma qualified in Financial Planning (or equivalent), or working towards achieving this within the coming months. You will possess strong numerical, analytical, written, and communication skills, along with a high level of attention to detail. Proficiency in Microsoft Office and Outlook is essential, and experience using Intelliflo (or similar back-office systems) would be highly advantageous.
You will have a comprehensive understanding of investment and pension products, alongside the ability to interpret complex client scenarios and apply appropriate research and recommendations.
Key Responsibilities:
*Preparing detailed pre-meeting packs, including client schedules, portfolio valuations, and performance summaries
*Producing high-quality, compliant suitability reports across pensions, investments, and retirement planning
*Undertaking in-depth research of funds, products, and providers to support adviser recommendations
*Completing all necessary documentation to implement investment and pension business
*Updating and maintaining accurate records on the back-office system
*Supporting advisers in delivering a smooth and efficient client journey
*Ensuring compliance with FCA regulations and internal governance processes
This role offers exposure to complex client cases and the opportunity to work closely with experienced Financial Advisers in a collaborative environment. With a salary of up to £70,000, this position reflects the technical expertise and responsibility expected within the role, alongside genuine opportunities for long-term professional development.
Location: North Finchley
Salary: Up to £70,000 (dependent on experience and qualifications)
An established and highly respected Financial Planning firm is seeking an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a career-focused individual who enjoys delivering high-quality, compliant advice support within a professional and well-structured advisory environment.
The successful candidate will have a minimum of three years’ experience within a financial services firm, including direct paraplanning experience. Ideally, you will be Level 4 Diploma qualified in Financial Planning (or equivalent), or working towards achieving this within the coming months. You will possess strong numerical, analytical, written, and communication skills, along with a high level of attention to detail. Proficiency in Microsoft Office and Outlook is essential, and experience using Intelliflo (or similar back-office systems) would be highly advantageous.
You will have a comprehensive understanding of investment and pension products, alongside the ability to interpret complex client scenarios and apply appropriate research and recommendations.
Key Responsibilities:
*Preparing detailed pre-meeting packs, including client schedules, portfolio valuations, and performance summaries
*Producing high-quality, compliant suitability reports across pensions, investments, and retirement planning
*Undertaking in-depth research of funds, products, and providers to support adviser recommendations
*Completing all necessary documentation to implement investment and pension business
*Updating and maintaining accurate records on the back-office system
*Supporting advisers in delivering a smooth and efficient client journey
*Ensuring compliance with FCA regulations and internal governance processes
This role offers exposure to complex client cases and the opportunity to work closely with experienced Financial Advisers in a collaborative environment. With a salary of up to £70,000, this position reflects the technical expertise and responsibility expected within the role, alongside genuine opportunities for long-term professional development.
Job number 3409693
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...