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- Tasks: Join our team as a Paraplanner, conducting research and writing reports to support Financial Advisers.
- Company: Be part of a reputable wealth management firm in Solihull, dedicated to client success.
- Benefits: Enjoy a competitive salary, hybrid working model, and support for professional development.
- Why this job: Make a real impact on clients' financial futures in a collaborative and innovative environment.
- Qualifications: Previous paraplanning experience and a Level 4 Diploma in Financial Planning are essential.
- Other info: We prioritise diversity and inclusion, ensuring everyone can thrive and be their authentic selves.
The predicted salary is between 36000 - 54000 £ per year.
We are seeking an experienced and technically proficient Paraplanner to join a reputable and growing wealth management firm based in Solihull. This hybrid role offers the opportunity to contribute directly to the financial planning process, providing detailed analysis, research, and report writing to support a team of expert Financial Advisers.
Key Responsibilities:
- Conduct in-depth research and analysis on financial products, investments, pensions, and insurance
- Produce comprehensive suitability reports tailored to individual client goals
- Assist in the development of financial strategies including retirement planning, cash flow analysis, and estate planning
- Ensure all work complies with regulatory standards and internal procedures
- Maintain accurate client records and liaise with advisers, clients, and providers as needed
- Stay up-to-date with industry developments, legislation changes, and financial planning best practices
Requirements:
- Previous experience in a technical paraplanning role within financial services
- Strong knowledge of financial planning software and tools
- Level 4 Diploma in Financial Planning (or equivalent); working towards Level 6 is desirable
- High attention to detail, analytical thinking, and excellent written communication
- A client-focused mindset with the ability to work both independently and collaboratively
Benefits:
- Competitive salary of up to £45,000
- Hybrid working model - flexibility to split time between office and home
- Support for continued professional development
- Opportunity to work in a collaborative and forward-thinking environment
Ready to take your career to the next level? Apply today to join a dynamic team making a real difference in clients' financial futures.
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning software and tools. Being well-versed in these technologies will not only enhance your efficiency but also demonstrate your technical proficiency to potential employers.
✨Tip Number 2
Stay updated on industry developments and regulatory changes. This knowledge will help you engage in meaningful conversations during interviews and show that you're proactive about your professional growth.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others in the field, which can lead to valuable referrals and insights about job openings.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience. Highlighting your analytical skills and how you've contributed to financial strategies will set you apart from other candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as conducting research, producing suitability reports, and ensuring compliance with regulations.
Tailor Your CV: Highlight your relevant experience in financial services, particularly any technical paraplanning roles. Emphasise your knowledge of financial planning software and your Level 4 Diploma in Financial Planning or equivalent qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical thinking and attention to detail. Mention specific examples of how you've contributed to financial strategies or client goals in previous roles.
Proofread Your Application: Ensure that your application is free from errors. A well-written application reflects your excellent written communication skills, which are crucial for the Paraplanner role.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and planning strategies. Be prepared to discuss specific tools and software you’ve used in previous roles, and how they contributed to your analysis and reporting.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to tailor financial strategies to individual client needs. Practise articulating how you would approach different client scenarios, focusing on compliance and regulatory standards.
✨Highlight Your Attention to Detail
In this role, accuracy is key. Be ready to provide examples from your past work where your attention to detail made a significant impact, whether in report writing or client communications.
✨Demonstrate a Client-Focused Mindset
Employers are looking for candidates who can work collaboratively with advisers and clients. Share experiences that showcase your ability to build relationships and understand client goals, emphasising your commitment to their financial success.
