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- Tasks: Support financial consultants by preparing reports and conducting market research.
- Company: Join a collaborative team focused on delivering holistic financial advice.
- Benefits: Enjoy private medical insurance, income protection, life assurance, and pension contributions.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: Experience in paraplanning and a QCF Level 4 Diploma are essential.
- Other info: Flexible working options available, including remote work.
The predicted salary is between 42000 - 48000 £ per year.
Location: Farnborough / Remote
Salary: £42,000 - £48,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
- Analyse FactFinds and meeting notes to ensure completeness and compliance.
- Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
- Liaise with providers to obtain accurate policy information.
- Ensure all documentation is complete and compliant for processing.
- Maintain internal systems to reflect real-time case progress and outcomes.
- Collaborate with consultants, compliance, and business support teams to enhance service quality.
- Mentor colleagues in specialised areas and contribute to knowledge sharing.
- Keep up to date with market developments and maintain CPD.
Qualifications & Experience:
- Proven Paraplanning experience across pensions, investments, and protection.
- Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
- Comfortable using Microsoft Office and provider systems.
- QCF Level 4 Diploma (essential)
- CII J09 and/or working towards Chartered status (desirable)
Skills:
- Meticulous attention to detail with strong analytical skills.
- Proactive and confident communicator.
- Organised and efficient, capable of meeting deadlines in a target-driven environment.
- Team player with a desire to mentor and share knowledge.
Benefits:
- Private Medical Insurance
- Income Protection (75% of salary for 3 years)
- Life Assurance (4x salary)
- Critical Illness Cover (£50,000 lump sum)
- Employer Pension Contribution (6%)
Paraplanner employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment 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, especially in areas like IHT, Bonds, and Trusts. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who are already working as Paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals or recommendations for job openings.
✨Tip Number 3
Prepare to discuss specific examples of your analytical skills and how you've contributed to compliance and accuracy in previous roles. Being able to articulate your experience clearly will set you apart from other candidates.
✨Tip Number 4
Showcase your teamwork and mentoring abilities by sharing instances where you've collaborated with others or helped colleagues improve their skills. This aligns well with our culture at StudySmarter and highlights your fit for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your analytical skills, technical knowledge in financial planning, and any specific qualifications like the QCF Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support consultants. Mention your experience with suitability reports and compliance, and how you can contribute to the team.
Highlight Relevant Skills: In your application, emphasise your meticulous attention to detail, strong communication skills, and ability to work in a target-driven environment. These are key traits that the company is looking for.
Showcase Continuous Professional Development: Mention any ongoing training or certifications you are pursuing, such as the CII J09 or Chartered status. This demonstrates your commitment to staying updated in the field of financial planning.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your strong technical knowledge in areas like IHT, Bonds, Trusts, and Pensions. Be prepared to discuss specific examples from your experience that highlight your analytical skills and understanding of holistic financial planning.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, expect questions related to ensuring client advice is compliant and accurate. Brush up on relevant regulations and be ready to explain how you ensure documentation meets these standards.
✨Emphasise Your Team Collaboration Skills
This position requires collaboration with consultants and support teams. Share examples of how you've successfully worked in a team environment, mentored colleagues, or contributed to knowledge sharing in previous roles.
✨Demonstrate Your Organisational Skills
Being organised and efficient is key in a target-driven environment. Prepare to discuss how you manage your workload, meet deadlines, and maintain internal systems to reflect real-time case progress.
