Technical Paraplanner
Posted 1 day 15 hours ago by Service Care Solutions - Legal
£50,000 - £60,000 Annual
Permanent
Full Time
Other
London, United Kingdom
Job Description
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 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
- 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