Paraplanner

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. Youll provide technical and analytical support to advisers ensuring recommendations are well-researched compliant and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

What youll be doing:

• Preparing clear and compliant suitability reports tailored to client circumstances
• Conducting research across pensions investments protection and tax planning
• Analysing client data and risk profiles to inform advice strategies
• Collaborating with advisers to refine recommendations and clarify client needs
• Ensuring all advice meets FCA requirements and internal compliance standards
• Supporting advisers with technical input and evidence-based solutions
• Explaining our approach to financial advice and ensuring clients understand recommendations
• Contributing to process improvements and maintaining high governance standards

Qualifications :

Who were looking for:

• Experience in a paraplanning role producing accurate compliant reports
• Strong knowledge of pensions investments protection and tax planning
• Awareness of FCA regulations including COBS and Consumer Duty principles
• Ability to interpret client data and communicate technical concepts clearly
• Skilled in using financial planning tools and CRM systems (e.g. Intelligent Office)
• Proven ability to build rapport with advisers and clients
• Exposure to cashflow modelling and standard planning scenarios
• Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable

Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday plus public holidays 26 days after 2 years service. Theres also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer both for our own products and at a range of high street stores and online
• In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Additional Information :

At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. 

Remote Work :

No

Employment Type :

Full-time