UK Financial Planning OR Paraplanner

Job Title - Paraplanner

Preparation of Financial Plans:

a) Assist advisers in preparation of suitability 

reports and annual review letters for clients. 

b) Prepare reports and recommendations 

covering areas such as pensions, investments, 

tax planning, and protection. 

Client Support:

c) Liaise with financial advisers to understand 

client objectives. 

d) Gather and analyse client data to ensure 

recommendations are well-informed. 

Research & Analysis:

e) Conduct detailed investment and pension 

research to identify suitable financial 

products and solutions. 

f) Keep up to date with changes in financial 

products, legislation, and compliance 

requirements. 

Administrative Tasks:

g) Data update & Document Management 

h) Preparation of Letters of Authority (LoAs) 

i) Managing provider correspondence 

Compliance:

j) Ensure all recommendations comply with 

FCA regulations and company policies. 

k) Maintain accurate and up-to-date client files 

and records. 

Cashflow Modelling and financial projections 

l) Conduct cash flow analysis and review 

customers' finances annually 

Team Collaboration:

m) Collaborate with advisers, administrators, and 

other paraplanners to ensure smooth client 

service delivery. 

n) Contribute to process improvements and best 

practices within the team. 

Essential:

• Bachelor's degree/Master’s degree in 

Finance 

• A minimum of 2 years of experience in a 

UK paraplanning or similar role. 

• Strong understanding of UK financial 

products, tax planning, and investment 

strategies. 

• Proficiency in financial planning software 

(e.g., Xplan, Intelliflo, Voyant). 

• Proficiency in research tools (e.g., 

Selecta, Defacto, O&M Profiler) 

• Excellent analytical and problem-solving 

skills. 

• Strong attention to detail and 

organizational skills. 

• Familiarity with FCA regulations and 

compliance standards. 

• High level of computer efficiency 

including Microsoft Office, Outlook.  

Desirable:

• Certified Financial Planner status or 

working towards it through FPSB 

• Level 4 Certification in Paraplanning 

through CII 

Company name - AccSource KPO Pvt. Ltd.

Location : Bangalore, Chennai, Ahmedabad

Bhakti@accsource.net