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Paraplanner - London

Job Reference:
Recruiter Name:
Parkside Recruitment
Job Type:
Financial Services, Paraplanner
£40,000 per annum
England, Surrey
Contract Type:
Date Posted:

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We are currently looking for a qualified and experienced Paraplanner to deliver first class research and report writing service to 20 Private Client Partners, assisting them in researching and documenting advice to their clients. It is key to have knowledge of pre and post retirement planning (including pension transfers), investment and taxation.

Key Responsibilities:
- To understand each client's circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. If not, then an ability to challenge the adviser concerned to better understand why the recommendation is being proposed.
- To have a understanding of the advice process, Strategy and Suitability letter format, pre-approval process an the regulatory requirement imposed by the FCSA and be able to deliver against these in agrees timescales.
- Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities.
- Deliver high quality and personal service to Partners.
- Prepare research and quotations for client meetings.


- Minimum level 4 qualified.
- Previous experience of working as a paraplanner within an IFA environment conducting research and writing strategy and recommendation reports for HNW clients.
- Knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments and taxation along with more complicated advice such as IHT planning, Defined Benefit pension transfers and structured investments.
- Knowledge and experience of SIPP providers, permitted investments and specialist funds.
- Proven experience of writing quality client friendly reports that meet compliance requirements.
- Knowledge and experience of research tools such as Selectapension, AdvisaCenta, Assureweb, Defaqto, Trustnet, Analytics.

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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