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- Tasks: Support financial planners with research, analysis, and report writing.
- Company: Join a well-established firm of Independent Financial Advisors in West Yorkshire.
- Benefits: Enjoy flexible remote work options and a competitive salary up to £45K.
- Why this job: This role offers genuine flexibility and long-term career prospects in a supportive environment.
- Qualifications: Previous paraplanning experience and Level 4 Diploma in Regulated Financial Planning required.
- Other info: Opportunity for career progression into advisory or senior roles.
The predicted salary is between 24000 - 36000 £ per year.
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Supporting financial planners with research, analysis, and report writing.
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Preparing suitability reports and recommendations in line with compliance requirements.
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Conducting in-depth product and investment research.
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Liaising with clients and providers to gather necessary information.
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Assisting in the development of financial planning strategies.
Are you an experienced Paraplanner looking for a role with genuine flexibility and long-term career prospects?
A well-established firm of Independent Financial Advisors, based in the West Yorkshire area, is looking to recruit a skilled and detail-oriented Paraplanner to support their growing team. This role offers exceptional flexibility, with the option to work remotely for the majority of the time and attend the office as little as once per month for meetings – or more frequently if preferred., * Previous experience as a Paraplanner within an IFA or wealth management environment.
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Level 4 Diploma in Regulated Financial Planning (or working towards).
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Strong technical knowledge across pensions, investments, and protection.
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Excellent written and verbal communication skills.
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Ability to work independently and collaboratively as part of a team.
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Competitive salary – negotiable depending on experience (circa £40K, potentially up to £45K for right person)
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Flexible working arrangements – remote-first, with office visits tailored to your preference, although a full time, office based role will be fine as well.
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Career progression opportunities – for those looking to develop into advisory or senior paraplanning roles.
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Company benefits package.
This is a fantastic opportunity to join a respected firm that values its employees and promotes work-life balance.
Not what you are looking for?
- Finance jobs
Paraplanner employer: Featuredeasy
Contact Detail:
Featuredeasy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your previous experience as a Paraplanner in your conversations. Discuss specific projects or tasks you've handled that align with the responsibilities mentioned in the job description, such as preparing suitability reports or conducting product research.
✨Tip Number 2
Familiarize yourself with the latest trends and regulations in financial planning. Being knowledgeable about current compliance requirements will not only impress during interviews but also show your commitment to the role and the industry.
✨Tip Number 3
Network with professionals in the financial planning sector, especially those who work in IFA or wealth management environments. Engaging with others in the field can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Prepare thoughtful questions about the company's culture and flexibility options during your interview. This shows that you are genuinely interested in how the firm values work-life balance and employee satisfaction, which is a key aspect of this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Paraplanner, especially within an IFA or wealth management environment. Emphasize your Level 4 Diploma in Regulated Financial Planning and any relevant technical knowledge across pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your excellent written communication skills. Discuss your passion for financial planning and how your experience aligns with the role's requirements, particularly your ability to conduct in-depth research and prepare suitability reports.
Showcase Your Flexibility: Since the role offers exceptional flexibility, mention your adaptability and willingness to work remotely. Highlight any previous experiences where you successfully managed tasks independently while collaborating with a team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is crucial in this field. A polished application reflects your professionalism and commitment.
How to prepare for a job interview at Featuredeasy
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge across pensions, investments, and protection during the interview. Be prepared to discuss specific examples from your previous experience as a Paraplanner that demonstrate your expertise in these areas.
✨Prepare for Compliance Questions
Since the role involves preparing suitability reports and recommendations in line with compliance requirements, be ready to answer questions about compliance processes. Familiarize yourself with relevant regulations and be prepared to discuss how you ensure compliance in your work.
✨Demonstrate Communication Skills
Excellent written and verbal communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, and consider preparing a brief report or analysis to showcase your writing abilities during the interview.
✨Emphasize Flexibility and Teamwork
The firm values flexibility and collaboration, so be sure to express your willingness to work independently while also being a team player. Share examples of how you've successfully collaborated with clients and colleagues in the past, especially in remote settings.
