Paraplanner
other jobs Heat Recruitment
Added before 1 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £40,000 per annum
Job Description:
Full job descriptionParaplanner (Hybrid) - Kimbolton
£40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture
Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes?
This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment.
The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you’ll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture.
The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly.
The Role:
*Conduct whole-of-market research to identify suitable financial planning solutions
*Analyse client information and interpret data gathered by Financial Advisers
*Prepare suitability reports and recommendation letters
*Produce quotations and technical illustrations using industry research tools
*Process new business applications and manage cases through to completion
*Obtain outstanding information from providers and clients where required
*Ensure all work is completed in line with FCA and internal compliance requirements
*Keep up to date with product, legislative, and regulatory changes
*Support advisers in delivering an exceptional client experience
*
The Person:
*Previous Paraplanning or technical support experience within an IFA practice
*Strong understanding of financial planning products and whole-of-market research
*Experience preparing suitability reports and processing new business
*Good knowledge of FCA compliance and regulatory requirements
*Excellent organisational skills and attention to detail
*Strong communication skills with a proactive and professional approach
*Ideally Level 4 Diploma qualified or working towards the qualification
£40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture
Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes?
This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment.
The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you’ll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture.
The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly.
The Role:
*Conduct whole-of-market research to identify suitable financial planning solutions
*Analyse client information and interpret data gathered by Financial Advisers
*Prepare suitability reports and recommendation letters
*Produce quotations and technical illustrations using industry research tools
*Process new business applications and manage cases through to completion
*Obtain outstanding information from providers and clients where required
*Ensure all work is completed in line with FCA and internal compliance requirements
*Keep up to date with product, legislative, and regulatory changes
*Support advisers in delivering an exceptional client experience
*
The Person:
*Previous Paraplanning or technical support experience within an IFA practice
*Strong understanding of financial planning products and whole-of-market research
*Experience preparing suitability reports and processing new business
*Good knowledge of FCA compliance and regulatory requirements
*Excellent organisational skills and attention to detail
*Strong communication skills with a proactive and professional approach
*Ideally Level 4 Diploma qualified or working towards the qualification
Job number 3953153
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...