Paraplanner

New Yesterday

ePeople is recruiting for a leading financial advisory and wealth management firm seeking an experienced Paraplanner to join their growing team. This is a remote role with occasional travel to their London headquarters. The ideal candidate will have strong experience in financial planning, suitability report writing, and technical research within an FCA-regulated environment. Responsibilities Prepare accurate suitability reports, investment proposals, and recommendation letters in line with FCA regulations. Conduct technical research across pensions, investments, protection, estate planning, and tax-efficient solutions. Support financial advisers in delivering high-quality client service. Liaise with product providers to obtain up-to-date policy information and valuations. Ensure compliance with internal procedures and current legislation. Collaborate with advisers, administrators, and compliance teams to progress cases efficiently.
Location:
London
Salary:
£55,000
Category:
Accounting & Finance

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