SENIOR PARAPLANNER - LONDON

We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses 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 and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients.

Key Responsibilities:

-   Conduct fact-finding calls with clients to assess 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 situations.
-   Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate.
-   Communicate advice directly to clients in a clear and professional manner.
-   Prepare written proposals and recommendations, presenting them to clients to ensure understanding.
-   Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training.
-   Contribute to ad hoc projects aimed at improving operational efficiency.
-   Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in 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.
-   Strong understanding of financial planning principles and client suitability.
-   High attention to detail and ability to manage multiple tasks effectively.
-   Strong numerical and analytical skills.
-   Ability to perform under pressure and collaborate effectively in a dynamic team environment.
-   Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.

If you are interested in applying for this role, then please send a copy of your CV through to sam@artemisrecruitment.co.uk