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    Paraplanner (Fully remote) - City of London, Greater London, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions City of London, Greater London, United Kingdom

    2 weeks ago

    Default job background
    Description
    Paraplanner (fully remote)

    Apply below after reading through all the details and supporting information regarding this job opportunity.

    London area

    C £40,000 and benefits

    The Opportunity


    My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.

    As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.

    This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.

    The Role

    As the Paraplanner, duties will include (but not be limited to):

    Conducting research based on meeting clients financial needs and objectives

    Understanding investment portfolio analysis

    Compiling investment/pension/protection illustrations and documentation

    Creating and preparing technical suitability reports

    Ensuring FCA regulations and compliance are met

    Supporting with ad hoc projects and tasks where required

    Reviewing and understanding existing scheme information from providers.

    Using research tools / systems to complete detailed analysis

    Cashflow modelling

    Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

    About you

    As an experienced Paraplanner, you will have:


    Experience in a paraplanning role, preferably within an independent or whole-of-market practice, although candidates from restricted environments will also be considered.

    Qualification to a minimum of Level 4 Diploma standard.


    Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.

    The ability to understand and interpret a cash flow forecast and summarise the key points

    An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience

    The ability to interpret complex planning into clear and concise reports

    Understand and apply FCA suitability requirements

    Excellent Word and Excel skills

    Essentially the ability to work autonomously and unsupervised, and to always have the clients' best interests in mind in all aspects of the role

    In summary


    This is a fantastic opportunity for a talented, professional Paraplanner looking to join a boutique practice where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.

    If this is opportunity is of interest, please either call Jim Maddison on or send a copy of your CV to

    Remote working/work at home options are available for this role.
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