Technical Paraplanner

Location: North London

Technical Paraplanner

Location:

North London

Contract:

Permanent
Salary: £50,000 - £60,000 per annum

Start Date:

Flexible
Contact: (url removed)

Job Description
Service 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 planning
Build and maintain cashflow models using Voyant
Support advisers with technical research, scenario analysis, and planning strategies
Maintain accurate and compliant client records using Intelligent Office
Assist with portfolio analysis, fund research, and asset allocation reviews
Liaise with advisers, administrators, and providers to ensure smooth case progression
Ensure all advice documentation meets FCA and internal compliance standards

Candidate Criteria
Level 4 Diploma in Financial Planning (minimum)
Minimum 3 years’ experience in a Paraplanner or Technical Analyst role
Strong working knowledge of Voyant
Hands-on experience using Intelligent Office
Excellent technical knowledge across pensions, investments, and retirement planning
High attention to detail with strong written communication skills

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed