Paraplanner Ukraine ยท Full Time Posted 2026-10-07 ๐ Job Title: Paraplanner๐ Location: UK๐ Employment type: Full-time๐ Environment: Consulting Environment About the Role Join OVI, a dynamic consulting company that helps clients in procurement and fast-tracking their operations for raw materials. As a Paraplanner, you'll play a crucial role in supporting our financial advisers by ensuring compliance and providing detailed analysis. Key Responsibilities Prepare suitability reports and maintain client files with full regulatory compliance. Review client investment portfolios, asset allocations, and risk profiles. Ensure adherence to FCA Conduct of Business, SYSC, JMLSG guidance, and financial crime legislation. Conduct product analysis and fund selection relevant to financial advice. Compile detailed reports and maintain a positive culture attitude. Your Profile 3โ5 years of experience in a similar role. Achieved or actively working towards the Level 4 Diploma in Financial Planning. Strong understanding of FCA regulations and financial crime legislation. Excellent written and oral communication skills. Proficient in IT systems and analysis tools such as Cashflow Modelling and Attitude to Risk assessment. What's Offered A supportive and collaborative work environment. Opportunities for professional growth and development. Competitive salary and benefits package. The chance to work with a forward-thinking consulting firm. Ideal Candidate The ideal candidate is a proactive and detail-oriented professional with a strong understanding of the financial regulatory environment. You are someone who thrives in a consulting environment, enjoys taking ownership of outcomes, and is committed to driving results independently. If you have a passion for compliance and portfolio analysis, we would love to hear from you. When you apply to this role, AI may be used to help analyse and format your information so the hiring team can review it more easily. Frequently asked questionsHow do I apply for the Paraplanner role?You can apply directly on this page โ submit your CV and contact details through the application form, no account required.