Paraplanner

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.

• 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.

• 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

• 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.