Technical Paraplanner
Technical ParaplannerLocation: North LondonContract: Permanent Salary: £50,000 - £60,000 per annum Start Date: Flexible Contact: .ukJob DescriptionService Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner.This is a key technical role within the business, supporting Financial Planners with complex case preparation, suitability reporting, cashflow modelling, and investment analysis. The firm places a strong emphasis on quality advice, robust processes, and long-term client relationships.Key Responsibilities Produce detailed and compliant Suitability Reports for pensions, investments, protection, and retirement planningBuild and maintain cashflow models using VoyantSupport advisers with technical research, scenario analysis, and planning strategiesMaintain accurate and compliant client records using Intelligent OfficeAssist with portfolio analysis, fund research, and asset allocation reviewsLiaise with advisers, administrators, and providers to ensure smooth case progressionEnsure all advice documentation meets FCA and internal compliance standards CandidateCriteria Level 4 Diploma in Financial Planning (minimum)Minimum 3 years'' experience in a Paraplanner or Technical Analyst roleStrong working knowledge of VoyantHands-on experience using Intelligent OfficeExcellent technical knowledge across pensions, investments, and retirement planningHigh attention to detail with ..... full job details .....
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