Specialist Recruiters in Financial Services Paraplanner Research Team Location:Rayleigh, Essex (Hybrid working available)
25 days holiday plus bank holidays
~3 additional days at Christmas
~ Office closed for 1 week after Christmas
~ Auto-enrolment pension after 3 months
~ About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model.
You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients.
Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection
Analyse client data to support suitability and advice reports
Assist with portfolio analysis, cashflow modelling, and product comparisons
Maintain up-to-date knowledge of financial planning regulations and market developments
Work closely with Financial Advisers to enable timely client advice
Strong understanding of financial planning products and regulations
Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred)
Level 4 Diploma in Financial Planning preferred (or equivalent experience)
Ability to hit the ground running with minimal supervision
One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals.