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Paraplanner

Garden City
Gordon Yates Recruitment Consultancy
£45,000 - £55,000 a year
Posted: 19h ago
Offer description

Paraplanner £45,000 – £55,000 | Central London | Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role, sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role. The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications Ensuring client files remain compliant on an ongoing basis Keeping up to date with legislative and regulatory developments, including Consumer Duty Adhering to AML, Data Protection, and internal compliance procedures Ensuring client outcomes are fair, transparent, and aligned with best practice Supporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years’ relevant experience and exposure to working within IFA or financial planning environment Is Diploma qualified in Regulated Financial Planning Experience with Intelligent Office - Highly desired. Knowledge of Quilter and Transact - advantageous Has strong pensions knowledge, with broader technical exposure desirable Has experience producing bespoke suitability reports Demonstrates strong technical understanding and excellent attention to detail Is comfortable working in a technical, behind-the-scenes paraplanning role Is not currently an Adviser and does not wish to progress into an advisory position Has a solid understanding of FCA regulatory standards and compliance obligations Works well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London location Exposure to complex, high-quality technical paraplanning work Competitive salary of £45,000 – £55,000 (dependent on experience) Opportunity to continue developing technical expertise in a specialist paraplanning role Rolling recruitment process with interviews taking place as applications are received Friendly and supportive team environment. How to Apply Click apply below to be considered

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