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- Tasks: Join a dynamic team as a Senior Paraplanner, supporting financial planning and client management.
- Company: Be part of an independent financial planning business with over 10 years of organic growth.
- Benefits: Enjoy a collaborative work environment and opportunities for professional development.
- Why this job: Contribute to a growing team that values teamwork and client relationships in a rewarding industry.
- Qualifications: Experience in financial planning and relevant qualifications are essential for this role.
- Other info: This is a great opportunity to grow your career in a supportive and friendly atmosphere.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
They are seeking a Senior Paraplanner / Chartered Paraplanner to join the team to support their 2 Financial Advisers. The business offers truly independent, holistic financial planning and cashflow modelling to clients, which are often HNW and UHNW, many of which being business owners.
You will be responsible for researching pensions, investments and protection, undertaking full analysis of the client’s existing circumstances and objectives / ambitions and then write a comprehensive proposal to achieve those goals. There will often be opportunities for you to attend some of the client meetings and hear first hand the client’s needs and aspirations.
Due to the nature of their clients often having complex financial planning solutions, the business requires a highly knowledgeable and skilled Paraplanner to best support their Financial Advisers. Therefore, if you are excited by a role that challenges your knowledge on a regular basis, this will appeal to you!
Alongside the paraplanning duties, the business would like this individual to assist in delegating workflows to their Paraplanners.
You will work alongside and be supported by their Administration team, so that you can focus on the technical duties.
Due to the growth plans and how this role fits within the business, they are not looking for someone with desire to become an Adviser. However, they would support your continued technical knowledge progression and also could see this role leading into a Head of Department type role (such as leading the support team). In addition, they always value their team’s input into improving processes and utilising technology.
Comprehensive job description can be provided to suitable candidates
Senior Paraplanner / Chartered Paraplanner Requirements
- You should be Chartered qualified or on your way to achieving this, and be able to apply your advanced financial planning knowledge to real cases
- You should have experience as a Paraplanner within an independent financial planning firm and be comfortable using a wide range of financial products and providers
- You should be confident using industry software such as FE Analytics, Cashflow Modelling, Dynamic Planner, Planner Pal etc
Senior Paraplanner / Chartered Paraplanner Benefits
- Salary of £60,000 – £65,000 plus bonus scheme upon achieving team goals
- 37 hours per week
- 28 days annual and statutory leave with option to purchase additional 10 days per year
- Auto enrolment pension and death in service
- Office based role with flexible working, potential for 1 day from home, however the business works collaboratively together in person, with majority of clients attending their office
- Based in Central Birmingham, close to main train stations for commuting
Locations
Birmingham
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Senior Paraplanner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Make sure to highlight your experience in financial planning and paraplanning during the interview. Be prepared to discuss specific cases where you've added value to clients or improved processes.
✨Tip Number 2
Familiarize yourself with the company's values and culture. Since they emphasize teamwork, think of examples that showcase your ability to collaborate effectively with others.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial planning industry. This knowledge will not only impress your interviewers but also demonstrate your commitment to professional development.
✨Tip Number 4
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company’s reputation and work environment.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and requirements of a Senior Paraplanner. This will help you tailor your application to highlight relevant skills and experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial planning and paraplanning. Use specific examples that demonstrate your expertise and how it aligns with the company's growth strategy.
Showcase Teamwork Skills: Since the business values collaboration, make sure to mention any previous experiences where you successfully worked as part of a team. Highlight your ability to contribute positively to a team environment.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to join their independent financial planning business and how you can contribute to their ongoing success.
How to prepare for a job interview at Premier Jobs UK Limited
✨Understand the Company Culture
Research the company's values and team dynamics. Since the business has a small, close-knit team, showing that you appreciate collaboration and enjoy working in a supportive environment will resonate well.
✨Highlight Relevant Experience
Be prepared to discuss your previous experience as a Paraplanner. Focus on specific examples where you've successfully contributed to financial planning processes or supported advisors, as this will demonstrate your capability for the role.
✨Showcase Your Technical Skills
Make sure to highlight your technical knowledge in financial planning tools and software. Being able to discuss how you utilize these tools effectively can set you apart from other candidates.
✨Prepare Questions for Them
Have thoughtful questions ready about their growth strategy and team dynamics. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
