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- Tasks: Join a dynamic team as a Paraplanner, reviewing client files and preparing financial reports.
- Company: Work with a prestigious wealth management company with a strong UK presence.
- Benefits: Enjoy a salary up to £45,000, hybrid working, and generous holiday options.
- Why this job: Be part of a growing firm that values personal development and offers a supportive culture.
- Qualifications: Must have a Level 4 Financial Planning Diploma and experience in writing suitability reports.
- Other info: Access gym discounts, an electric car scheme, and a personal development allowance.
The predicted salary is between 36000 - 54000 £ per year.
Recruit UK are working on an excellent opportunity for a Paraplanner near Coventry to join a well-established Independent Financial Advice practice. My client is a leading wealth management company, with a strong presence and offices all over the UK. They are a prestigious company, that are now looking for an additional Paraplanner to join their office in Coventry, due to growth and continuous success.
Key responsibilities will include but not be limited to:
- Review client files to ensure complete compliance and documentation
- Confirm client risk profiles and objectives with Advisers
- Conduct research to identify suitable financial solutions
- Prepare cashflow models and investment reports
- Draft suitability letters and assist with application forms
- Liaise with legal and tax advisers where needed
- Ensure all advice meets internal and regulatory standards
What’s in it for you?
- Salary is up to £45,000 (salary dependent on your skill set and experience)
- Attractive and above average holiday scheme, with the option to buy or sell additional leave
- Very generous pension contribution
- Hybrid home and office working
- Private medical cover
- Income protection, critical illness cover and DIS
- Personal development allowance annually
- Gym discounts, electric car scheme, cycle-to-work scheme, and more
Skills and experience required:
- Level 4 Financial Planning Diploma (required)
- Previous experience writing suitability reports, ideally in a wealth management company or an IFA
- Exposure to Intelligent office and FE Analytics is desirable
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Coventry on a Paraplanner role.
Our commitment to you:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or in wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the tools and software mentioned in the job description, such as Intelligent Office and FE Analytics. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to staying updated in the industry.
✨Tip Number 3
Prepare for potential interviews by practising common Paraplanner interview questions. Focus on your experience with writing suitability reports and compliance, as these are key responsibilities in the role. Be ready to discuss specific examples from your past work.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, services, and recent achievements. This knowledge will not only help you tailor your application but also impress during interviews, showing that you're genuinely interested in joining their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your Level 4 Financial Planning Diploma and any previous roles where you wrote suitability reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific skills that align with the job description, such as compliance review and client risk profiling.
Showcase Relevant Skills: In your application, clearly outline your experience with tools like Intelligent Office and FE Analytics, as these are desirable for the role. Provide examples of how you've used these tools in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially the key concepts related to risk profiles and investment strategies. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Demonstrate Your Report Writing Skills
Since writing suitability reports is a crucial part of the Paraplanner role, be ready to discuss your previous experiences in this area. Bring examples if possible, and be prepared to explain your thought process when drafting these documents.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelligent Office or FE Analytics, make sure to mention it during the interview. If not, do some research on these tools so you can speak about how you would adapt to using them in your role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and compliance. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
