Paraplanner

We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios 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 involves formulating asset allocation recommendations and preparing suitability reports.

Key Responsibilities:

- Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations.

- Review and develop plans for clients with highly specialised financial situations.

- Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate.

- Create and deliver training for other teams as required.

- Contribute to ad hoc projects aimed at improving operational efficiency.

- Ensure regulatory compliance by adhering to internal policies and FCA requirements related to the provision of regulated advice.

Qualifications & Experience:

- University degree or equivalent combination of education and experience.

- Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma).

- Minimum of 3 years' experience in financial services.

- High attention to detail, with excellent organisational and time-management skills.

- Strong numerical and analytical skills.

- Ability to work effectively under pressure and within a dynamic team environment.

- Deep understanding of financial planning principles and client suitability.

- Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter to maintain compliance.

If you would like to apply for this position, then please send your CV to Sam at Artemis Recruitment.