Paraplanner

• Permanent/Regular or Fixed Term Contract/Temporary:
  Permanent (UK and ROW) / Regular (US)
• L&G Business Unit:
  Legal & General Retail
• L&G sub Business Unit: RETAIL - CENTRAL
• Primary
  
  Location:
  
  Solihull
• Job Family:
  Sales

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

What you'll be doing:

• Preparing clear and compliant suitability reports tailored to client circumstances
• Conducting research across pensions, investments, protection, and tax planning
• Analysing client data and risk profiles to inform advice strategies
• Collaborating with advisers to refine recommendations and clarify client needs
• Ensuring all advice meets FCA requirements and internal compliance standards
• Supporting advisers with technical input and evidence-based solutions
• Explaining our approach to financial advice and ensuring clients understand recommendations
• Contributing to process improvements and maintaining high governance standards

Who we're looking for:

• Experience in a paraplanning role producing accurate, compliant reports
• Strong knowledge of pensions, investments, protection, and tax planning
• Awareness of FCA regulations, including COBS and Consumer Duty principles
• Ability to interpret client data and communicate technical concepts clearly
• Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
• Proven ability to build rapport with advisers and clients
• Exposure to cashflow modelling and standard planning scenarios
• Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our work spaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart