Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with research, analysis, and client-focused reports.
- Company: Join a forward-thinking, independent financial advice business.
- Benefits: Enjoy hybrid working options and a competitive salary of £45,000.
- Why this job: Be part of a client-first culture that values tailored financial planning.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and relevant experience.
- Other info: Ideal for detail-driven individuals seeking their next challenge.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – £45,000 📍 Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We\’re looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports. What you’ll be doing: ✔️ Collaborating with advisers to analyse client needs & objectives ✔️ Conducting research and cashflow modelling ✔️ Preparing tailored suitability reports ✔️ Maintaining accurate client records ✔️ Supporting a high standard of compliance and service What we’re looking for: 🔹 Level 4 Diploma in Financial Planning 🔹 Strong technical knowledge across pensions, investments & protection 🔹 IFA/Wealth Management experience 🔹 Great communication, organisation & attention to detail 👉 If you\’re a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your technical knowledge but also show potential employers that you are proactive and committed to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial advice sector, especially those who work as Paraplanners or advisers. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience during interviews. Highlight how your research and analysis have directly contributed to successful client outcomes, showcasing your value as a Paraplanner.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions for the interview that reflect your understanding of the role and the company. This shows your enthusiasm and helps you stand out as a candidate who is genuinely interested in the position.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and relevant experience in IFA or Wealth Management. Emphasise your technical knowledge in pensions, investments, and protection to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-focused financial planning. Mention specific examples of how you've collaborated with advisers and conducted research or cashflow modelling in previous roles.
Highlight Compliance Experience: Since maintaining compliance is crucial for this role, include any relevant experience you have in supporting compliance standards. This could be through preparing suitability reports or maintaining accurate client records.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. Attention to detail is key for a Paraplanner, so make sure your application reflects that quality.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge across pensions, investments, and protection. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions where you may need to analyse client needs and objectives. Practise how you would approach these situations, focusing on your research and cashflow modelling skills.
✨Emphasise Attention to Detail
Attention to detail is crucial in this role. During the interview, mention instances where your meticulousness has led to successful outcomes, especially in preparing suitability reports or maintaining client records.
✨Demonstrate Your Communication Skills
Great communication is key for a Paraplanner. Be ready to explain complex financial concepts in simple terms, showcasing your ability to collaborate effectively with advisers and clients alike.
