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Permanent

Paraplanner / Technical Financial Planning Specialist - London / Hybrid - up to £50,000

London
money-bag 45000.00-45000.00 Annual
3085444731
Posted 6 days ago

Up to £50,000 + generous benefitsThis is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than chasing volume, this could be a very good fit.An established and progressive financial planning firm is looking to add a strong technical professional to its advisory support team. You''ll work alongside Consultants and Directors, playing a key role in shaping advice and ensuring every recommendation is robust, compliant and tailored to the individual client. This is not a back-office box-ticking role - your input will directly influence client outcomes.In the role, you''ll act as a trusted technical partner to the advisory team, carrying out detailed research and analysis across pensions, retirement planning, investments and protection. You''ll be responsible for producing clear, accurate and compliant suitability reports within agreed timescales, acting as the primary author with peer review from consultants. You''ll support advisers with technical queries, liaise closely with compliance to ensure advice meets FCA standards, and confidently handle more complex cases where problem-solving skills really come into play. Alongside this, you''ll maintain meticulous client records in line with AML, DPA and regulatory requirements, stay on top of legislative changes, and help brief the wider ..... full job details .....

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