Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, supporting Financial Advisers with client files and financial strategies.
- Company: We are a dynamic financial services firm dedicated to helping clients achieve their financial goals.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive team environment.
- Why this job: This role offers hands-on experience in financial planning and the chance to make a real impact.
- Qualifications: You need a Level 4 Diploma in Financial Planning and a passion for finance.
- Other info: Ideal for those looking to kickstart their career in finance while working closely with experienced professionals.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for an additional Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Specific activities include:
- Check all compliance paperwork is present
- Confirm client risk profile is determined
- Discuss client objectives with Financial Advisers
- Identify and obtain the information necessary to compile financial cash flow forecast
- Identify areas for planning
- Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
- Prepare information/comparisons for analysis by planner
- Liaise with client’s legal and tax advisers (if applicable)
- Consider current and future allocation of assets for investment strategy with regard to client risk profile
- Prepare draft recommendation reports to be discussed/signed off by planner
- Prepare suitability letters in accordance with the agreed recommendations
- Complete application/proposals forms
- Ensure all compliance paperwork is in order
- Make changes to clients’ investments as instructed
- Implement the chosen investment strategies
- Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
- Organise future planning meetings with client
- Review investment portfolio, asset allocation, risk profile etc.
- Send planning figures to client for update and revision in preparation for next meeting
- Initiate review meetings with clients
Key skills/Experience required:
- Essential
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
Desirable
- Broad knowledge of financial services world
- High level of technical knowledge
Qualifications:
- Essential
- Level 4 Diploma in Financial Planning (DipPFS) is essential
- DB Pension knowledge is preferred
Paraplanner employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry. Attend relevant events or join online forums where you can connect with Financial Advisers and other Paraplanners. Building these relationships can lead to valuable insights and potential job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your understanding but also demonstrate your commitment to the field during interviews. Consider subscribing to industry newsletters or following influential figures on social media.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your experience that showcase your ability to analyse client needs and develop tailored financial strategies. This practical insight can set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with the tools and software commonly used in paraplanning. Being proficient in these technologies can give you an edge, as it shows you're ready to hit the ground running and contribute effectively from day one.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Paraplanner role. Emphasise your understanding of the financial planning process, report writing skills, and any qualifications like the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work independently as well as part of a team. Mention specific experiences where you successfully managed client relationships or conducted research to meet client needs.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention any experience you have with compliance paperwork and processes. This will demonstrate your attention to detail and understanding of regulatory requirements.
Showcase Interpersonal Skills: In your application, provide examples of how you've effectively communicated with clients and colleagues. Strong interpersonal skills are essential for building relationships and handling queries, so make sure to highlight these experiences.
How to prepare for a job interview at LinkedIn
✨Understand the Financial Planning Process
Make sure you have a solid grasp of the financial planning process. Be prepared to discuss how you would approach client objectives and risk profiles, as this will demonstrate your understanding of the role.
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Bring examples of how you've ensured compliance and maintained detailed records in previous roles. This will highlight your ability to handle the meticulous nature of the job.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, especially regarding DB pensions and investment strategies. Brush up on these topics and be ready to explain your thought process when making recommendations.
✨Demonstrate Strong Communication Skills
Since you'll be liaising with clients and other professionals, practice articulating complex financial concepts in simple terms. This will show your potential employer that you can effectively communicate with clients and build strong relationships.
