Pension Paraplanner

6 months ago

London, United Kingdom Tate Recruitment Full time €65,000 - €67,500

Job Title: Senior Paraplanner
Location: City of London

Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.

Work Arrangement: Hybrid working.

Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognized European custodians.
Benefits:
~100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents.
~28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays.
~ Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
~ Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
~ Gym subsidy of up to £50 per month.
~ Employee Assistance Program and other emotional well-being services.
~ A collaborative working environment with ongoing training, educational support, and employee appreciation events.


About the Role:
We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team. The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing, requiring fact-finding discussions, suitability report writing, and advice delivery. This position follows a hybrid working model.

Senior Paraplanner Day-to-Day duties:
Conduct fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations to determine suitable asset allocation recommendations.
Review and formulate plans for clients with highly specialized situations.
Assess existing pension and investment bond arrangements for suitability for transfer/surrender.
Directly communicate advice to clients and present written proposals and recommendations for transfers.
Collaborate with other departments to enhance client outcomes through resource development and training.
Participate in ad hoc projects to improve PCA Group efficiency.
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.
Senior Paraplanner Qualifications:
~ University degree or equivalent combination of education/experience.
~ Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice (Diploma preferable).
~3+ years of financial services experience required.
~ Strong understanding of Financial Planning principles and client suitability.
~ Experience working with accuracy and ability to organize/time-manage.
~ Quantitative in nature, with the ability to work under pressure and in a dynamic team environment.
~ Initial Fit and Proper (F&P) assessment required before performing the role independently, with annual Fit & Proper Assessments to ensure ongoing compliance.

  • Pensions Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Kingswood Group Full time

    Pensions ParaplannerWe are seeking a highly skilled Pensions Paraplanner to join our Kingswood Group team in Penn, working on a full-time, permanent basis.The estimated salary for this role is around £38,000 - £43,000 per year, depending on experience and qualifications.Job DescriptionIn this role, you will be responsible for producing high-quality...

  • Pension Paraplanner

    3 weeks ago

    City of London, Greater London, United Kingdom NJR Recruitment Full time

    NJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. Competitive salary and benefits package. Opportunities for...

  • Paraplanner (Pensions Management)

    3 months ago

    London, United Kingdom Tate Recruitment Full time

    Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Flexible Hybrid working. 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. ~28 days annual leave, with the option to purchase up to 3 additional days per...

  • Paraplanner (Pensions Management)

    4 months ago

    London, United Kingdom Tate Recruitment Full time

    Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Flexible Hybrid working. 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. ~28 days annual leave, with the option to purchase up to 3 additional days per...

  • Paraplanner

    7 days ago

    London, United Kingdom Financial Divisions Full time

    Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3...

  • Paraplanner

    4 weeks ago

    Greater London, United Kingdom Financial Divisions Full time

    Job Description Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful...

  • Paraplanner

    7 days ago

    Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...

  • Paraplanner

    7 days ago

    London Area, United Kingdom Financial Divisions Full time

    Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3...

  • Paraplanner

    4 weeks ago

    Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy – Up to £65,000Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of...

  • Paraplanner

    1 month ago

    London, United Kingdom Financial Divisions Full time

    Job Description Experienced Paraplanner needed to work with 2 Advisers Offices near Piccadilly Circus/Green Park (London) Basic salary £45k - £55k + benefits package Full study support to Chartered status and route to Adviser First 8 weeks in the office then 2 days WFH per week My client is an award winning medium sized Chartered independent...

  • Paraplanner

    3 months ago

    London,, UK, United Kingdom Financial Divisions Full time

    Experienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...

  • Paraplanner

    3 months ago

    London, United Kingdom Financial Divisions Full time

    Experienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...

  • Paraplanner

    3 months ago

    London, United Kingdom Financial Divisions Full time

    Experienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...

  • Paraplanner

    5 days ago

    London, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney. They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationshipswith...

  • Paraplanner - Pensions Management Professional

    17 minutes ago

    London, Greater London, United Kingdom Eden Scott Full time

    About the Role:Eden Scott is seeking a skilled Paraplanner to join their team, supporting financial advisers in pensions management and technical research. The ideal candidate will possess strong communication skills, adaptability, and a keen eye for detail, with a focus on delivering high-quality results that meet FCA legislation and regulations.Key...

  • Paraplanner

    1 week ago

    London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Job Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share optionsLocation: London (Zone 1)Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to ensure...

  • Paraplanner

    1 week ago

    London, United Kingdom Deerfoot Recruitment Solutions Limited Full time

    Job Title: Paraplanner Salary : £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share optionsLocation : London (Zone 1)Working Arrangement : (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like to...

  • Paraplanner

    6 months ago

    London, United Kingdom Advance Search & Selection Ltd Full time

    Paraplanner - Wealth Management London Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses. This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team. Responsibilities Provide...

  • Paraplanner

    1 month ago

    London,, UK, United Kingdom Nigel James Associates Ltd Part time

    RoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...

  • Paraplanner

    1 month ago

    London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.RequirementsYou will be an...