Overview
Paraplanner Jobs in Greater London, UK at Legal & General
Location: Greater London
Job Description
Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll 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 you’ll 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
- 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
Benefits
- 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. There’s also the option to buy and sell holiday
- Competitive family leave
- Electric car scheme – option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only)
- Various discounts on our own products and high‑street stores and online
- Opportunities to work in well‑designed offices with wellbeing at the heart (in 2023 some work spaces were redesigned)
#J-18808-Ljbffr
Title: Paraplanner
Company: Legal & General
Location: Greater London, UK
Category:
