Technical Paraplanner

Technical Paraplanner
Location: North London
Contract: Permanent
Salary: £50,000 - £60,000 per annum  
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

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 01772 208969 or email greg.waite@servicecare.org.uk
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.