Paraplanner
New Today
Specialist Recruiters in Financial Services Paraplanner
Research Team
Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000£45,000 per annum Benefits: 25 days holiday plus bank holidays
3 additional days at Christmas
Office closed for 1 week after Christmas
Auto-enrolment pension after 3 months
Study support for exams
About the Company
We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities
Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection
Analyse client data to support suitability and advice reports
Prepare recommendations and research reports for advisers
Assist with portfolio analysis, cashflow modelling, and product comparisons
Ensure all outputs comply with FCA regulations
Maintain up-to-date knowledge of financial planning regulations and market developments
Work closely with Financial Advisers to enable timely client advice
What Were Looking For
Experience in a research-focused paraplanning role or similar
Strong understanding of financial planning products and regulations
Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred)
Ability to collate and process information accurately under tight deadlines
Excellent written and verbal communication skills
Level 4 Diploma in Financial Planning preferred (or equivalent experience)
Desirable Skills
Previous experience in a fast-paced paraplanning or research team
Ability to hit the ground running with minimal supervision
Strong attention to detail and analytical skills
Proactive approach to personal development and exam support
How to Apply
If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.
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- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Banking