Recruit UK
39 Holloway Rd, London N7 8JP, UK
Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready...
