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- Tasks: Support Financial Planners with client documentation and technical queries.
- Company: Join a boutique IFA in Fareham known for outstanding financial planning.
- Benefits: Enjoy hybrid working, private medical insurance, and a profit share bonus.
- Why this job: Perfect for those seeking career growth in a supportive and dynamic environment.
- Qualifications: 3+ years of paraplanning experience and a Level 4 Diploma in Financial Planning required.
- Other info: Additional holidays over time and a Christmas break not deducted from your allowance.
The predicted salary is between 34000 - 51000 £ per year.
Job Title:Paraplanner
Industry:Financial Services
Location:Fareham
Salary:£40,000 – £45,000
Job Reference:9815
Are you an experienced Paraplanner looking for a lucrative opportunity at a company with a supportive culture?
RecruitUK are working with a boutique IFA in Fareham, committed to delivering outstanding financial planning and client service. They’re seeking a dedicated Paraplanner to support Financial Planners across all aspects of the advice process, from client file preparation through to implementation and ongoing review.
This role offers an excellent environment for career development and technical mastery.
What’s on offer:
- Salary Up to £45,000 DOE, plus annual profit share bonus.
- Hybrid working (1 day a week from home).
- Private medical insurance and sponsored study.
- 20 days holiday plus bank holidays, with additional days added over time.
- Christmas break not taken from holiday allowance.
Key Responsibilities:
- Build strong client relationships and attend meetings when required
- Assist Financial Planners with technical queries
- Send and follow up on Letters of Authority in line with business processes
- Ensure completeness of all client documentation including fact finds, compliance paperwork, and risk profiling
- Conduct cash flow modelling using Voyant
- Maintain up-to-date and accurate client records across back-office and platform systems
- Analyse product and provider options, prepare comparisons and draft suitability reports
- Support end-to-end processing of business submissions
What we’re looking for:
- A minimum of 3 years’ paraplanning experience within a financial planning environment
- Strong knowledge of financial services products, planning tools, and modelling software (Voyant desirable)
- Diploma in Financial Planning or equivalent (Level 4); additional exams such as J01, J02, or PTS are desirable
If you’re a technically skilled Paraplanner looking for a role that allows you to focus on quality advice support, this opportunity is the one for you!
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Paraplanner - Fareham - £40k-£45k employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Fareham - £40k-£45k
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Financial Planners. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools mentioned in the job description, particularly Voyant. Consider taking a short course or watching tutorials to enhance your skills and demonstrate your commitment to mastering the necessary software.
✨Tip Number 3
Prepare to discuss your experience in building client relationships during interviews. Think of specific examples where you successfully supported Financial Planners and how you handled technical queries, as this will showcase your ability to contribute effectively to the team.
✨Tip Number 4
Research the boutique IFA's values and mission statement. Tailor your conversation to align with their focus on outstanding client service and career development, showing that you are not only a fit for the role but also for the company culture.
We think you need these skills to ace Paraplanner - Fareham - £40k-£45k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant skills. Focus on your knowledge of financial services products, planning tools, and any specific software like Voyant that you have used.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering outstanding client service. Mention how your experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: Clearly list your qualifications, such as your Diploma in Financial Planning or any additional exams like J01, J02, or PTS. This will demonstrate your technical expertise and commitment to professional development.
Showcase Client Relationship Skills: In your application, provide examples of how you have built strong client relationships in previous roles. This is crucial for the position, so make sure to highlight any relevant experiences.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial services products relevant to the role. Be prepared to discuss how these products can benefit clients and demonstrate your knowledge during the interview.
✨Showcase Your Technical Skills
Since the role requires familiarity with planning tools and modelling software like Voyant, be ready to talk about your experience with these tools. If possible, provide examples of how you've used them in past roles to support financial planners.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client situations. Think of examples from your previous experience where you successfully navigated challenges or provided exceptional client service.
✨Demonstrate Your Commitment to Development
The company values career development, so express your eagerness to learn and grow within the role. Mention any relevant qualifications you hold or additional exams you're planning to take, showing that you're proactive about your professional growth.
