Role details

Pensions Paraplanner

St. Albans   •   £27,500 - £35,000   •  Permanent

Bullet points

  • High growth and ambitious financial advisory firm based in St. Albans
  • Join a dynamic and expanding team at an early stage and make a difference

About Our Client

My Client are an ambitious Financial Advisory firm with exciting plans to grow into a national financial services company. They are looking for a similarly ambitious Pensions Paraplanner who is eager to join a dynamic and expanding team at an early stage of the business's inception and make a difference. In return, they are able to offer training opportunities; flexible working and, for the right candidate, the potential to progress to a Team Leader or Advisory role.

Job Description

The Role

We are looking to recruit a Pensions Paraplanner to fully support the pensions specialists IFA's. Based at their Head Office in St. Albans, you will be an integral part of our team.

Main Job Tasks and Responsibilities


  • Creating documentation to support IFA recommendations, using data obtained by IFAs during client meetings;
  • Analysing appropriate data with research tools and producing solutions to meet client needs and objectives;
  • Writing detailed suitability reports and making product recommendations;
  • Managing renewals and annual portfolios;
  • Recording details of research and preparing and maintaining client files on an on-going basis;
  • Creating and maintaining accurate records on the back-office system for both new and existing policies;
  • Ensuring compliance with all FCA compliance procedures;
  • Providing administrative support to the IFAs on a daily basis.


  • Helping design and deliver bespoke financial solutions for clients;
  • Proactively improving client service levels;
  • Taking a proactive approach to improving internal systems and processes to improve effectiveness and efficiency.

The Successful Applicant

Education and Experience

  • Qualified in, or working towards the Diploma in Financial Services preferred;
  • Pensions para-planning exposure or knowledge
  • Knowledge of compliance issues;
  • Knowledge of software websites, such as IRESS fka Exchange and Avelo; and Wrap platforms, such as TRANSACT;
  • Highly IT literate with a good working knowledge of Word and Excel;
  • Technical knowledge and expertise relating to financial products and services, processes, procedures and regulations in a financial planning environment including investments, pensions, protection and tax-planning;
  • Proven track record of supporting Advisers by researching and preparing detailed pensions suitability reports;
  • Ability to manage a busy workload and deliver high quality work to deadline;
  • Experience of proactively improving internal systems and processes

What's on Offer

This St. Albans based business recognise and actively promotes the benefits of a diverse workforce and is committed to treating all employees with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion or belief.

Apply for this job

Click the Apply or LinkedIn button below or contact Joe West quoting job reference 13703125
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