Paraplanner
Job title: Paraplanner
Location: Various UK locations and remote working
About the role
We’re growing our Paraplanning team and are looking for Paraplanners to join us across our regions, at levels from developing to senior. You’ll support our advisers in delivering high-quality, compliant advice to private and corporate clients, working alongside a pod of advisers and Client Relationship Managers, with a wider Paraplanning team behind you. Your level and salary will reflect your experience.
Responsibilities
- Investigate client needs, research products and providers, and produce suitability letters and reports
- Analyse existing client portfolios and prepare cashflow and drawdown analysis
- Build portfolios in line with client attitude to risk and our asset allocation model
- Check that advice files meet FCA suitability standards and keep CRM records up to date
- Act as a technical reference for advisers and Client Relationship Managers
- Keep your CPD up to date and stay informed about markets, products and regulation
At senior level, you’ll also own complex casework (including CGT, IHT and bond encashment calculations), quality-check others’ work and mentor developing paraplanners.
About you
- Paraplanning or financial services experience, or a strong commitment to building a career in paraplanning
- Knowledge of pensions and investments appropriate to your level
- Excellent written communication and attention to detail
- Strong Word and Excel skills; financial planning software and CRM experience is an advantage
- Confident to question colleagues when information is unclear
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent) desirable; part-qualified candidates considered, with study support provided
What we offer
- Competitive salary, depending on experience
- 34.5-hour working week and 25 days’ holiday plus statutory (increasing with service)
- Remote working, with occasional visits to your local office
- 5% employer / 5% employee minimum pension contribution (we’ll match up to 6%)
- 4x salary life assurance and group income protection
- Health cash plan and company-funded Benenden Healthcare
- Training and development opportunities
This role is subject to the FCA Senior Managers and Certification Regime, including the FCA Conduct Rules.
