Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £55,000 per annum
Job Description:
Vacancy: Senior Paraplanner
Salary: Up to £55,000 (Chartered) | Up to £50,000 (Level 4 Qualified)
Reference: 9642
London/Gatwick (Remote with Monthly Office Visit)
Recruit UK are working with a well-established financial planning firm that is looking to appoint a Paraplanner to join its collaborative and technically focused team.
This is an excellent opportunity to join a business that places strong emphasis on high-quality advice, technical excellence, and client outcomes, offering a largely remote working model with just one day per month in the office. The role sits within a dedicated paraplanning function, supporting advisers across the full advice process, from research through to report writing and implementation.
The Role
You will play a key role in supporting advisers and clients by delivering high-quality suitability reports, technical analysis, and product research. Working closely with advisers, you will be involved in the full lifecycle of advice, ensuring recommendations are accurate, compliant, and aligned to client objectives.
Key Responsibilities
• Liaise with advisers to understand client objectives and identify information gaps
• Conduct financial analysis and research to support recommendations
• Prepare high-quality suitability reports in line with internal standards
• Source and analyse product information and comparisons
• Support asset allocation and investment strategy discussions
• Ensure all compliance documentation and internal processes are adhered to
• Submit and manage new business and implementation paperwork
• Maintain accurate records on back-office systems
• Provide ongoing servicing support including withdrawals and fund switches
Candidate Profile
• Level 4 Diploma qualified (minimum) – Chartered desirable
• Strong understanding of the financial planning process
• Ability to work independently and manage workload effectively
• Excellent report writing and communication skills
• Strong IT and systems capability
• Positive, proactive attitude with a "can do" approach
Salary & Benefits
• Up to £55,000 (Chartered)
• Up to £50,000 (Level 4 qualified)
• Remote working with just 1 day per month in the office
• Flexible and inclusive working environment
• Supportive team culture focused on development and progression
Salary: Up to £55,000 (Chartered) | Up to £50,000 (Level 4 Qualified)
Reference: 9642
London/Gatwick (Remote with Monthly Office Visit)
Recruit UK are working with a well-established financial planning firm that is looking to appoint a Paraplanner to join its collaborative and technically focused team.
This is an excellent opportunity to join a business that places strong emphasis on high-quality advice, technical excellence, and client outcomes, offering a largely remote working model with just one day per month in the office. The role sits within a dedicated paraplanning function, supporting advisers across the full advice process, from research through to report writing and implementation.
The Role
You will play a key role in supporting advisers and clients by delivering high-quality suitability reports, technical analysis, and product research. Working closely with advisers, you will be involved in the full lifecycle of advice, ensuring recommendations are accurate, compliant, and aligned to client objectives.
Key Responsibilities
• Liaise with advisers to understand client objectives and identify information gaps
• Conduct financial analysis and research to support recommendations
• Prepare high-quality suitability reports in line with internal standards
• Source and analyse product information and comparisons
• Support asset allocation and investment strategy discussions
• Ensure all compliance documentation and internal processes are adhered to
• Submit and manage new business and implementation paperwork
• Maintain accurate records on back-office systems
• Provide ongoing servicing support including withdrawals and fund switches
Candidate Profile
• Level 4 Diploma qualified (minimum) – Chartered desirable
• Strong understanding of the financial planning process
• Ability to work independently and manage workload effectively
• Excellent report writing and communication skills
• Strong IT and systems capability
• Positive, proactive attitude with a "can do" approach
Salary & Benefits
• Up to £55,000 (Chartered)
• Up to £50,000 (Level 4 qualified)
• Remote working with just 1 day per month in the office
• Flexible and inclusive working environment
• Supportive team culture focused on development and progression
Job number 3578545
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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% ...