Paraplanner Work, Jobs in Basildon (with Salaries)

Paraplanner
Legal & General Investment Management —London
- Employee discount
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
14d
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
1d
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
4d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
21h
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
7d
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
13d
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Trade Counter Assistant - Basildon
Beijer Ref UK Limited —Basildon
You will be expected to deliver a high level of customer service in operational and sales activities, ensuring customers receive a fast and efficient response…
£28,189 a year
Quick apply
5d
Customer Service Officer, Coutts 24
National Westminster Bank PLC —London
You’ll be building rapport and trust with our private banking customers and providing them with a seamless and positive experience. Day-to-day, you’ll be:
£33,390 a year
1d

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Paraplanner

Legal & General Investment Management
London

Apply Now

Job details

Permanent

Benefits

Company pension
Employee discount
Car scheme

Qualifications

Financial planning
Pension
Certificate in Insurance

Full job description

London

Full-time

Sales

Hybrid

4684_21050

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

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

Who we're looking for:

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

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

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
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
There are the many discounts we offer – both for our own products and at a range of high street stores and online
In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Apply Now

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paraplanner jobs in basildon

Paraplanner

Paraplanner

Paraplanner

Paraplanner

IFA Support/Paraplanner

Senior Paraplanner

Paraplanner

PICOP Paraplanner

Wealth Paraplanner

Paraplanner FTC 12 month Maternity Cover

IFA Administrator

Wealth Administrator

Financial Adviser (Maidstone)

Associate Financial Advisor - Hybrid

Platform Service Manager

Compliance Manager (Financial Advice)

Retirement Support Specialist

Platform Service Manager

Senior Financial Planner

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