Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a team of Paraplanners to support financial advisers and create cashflow forecasts.
- Company: A leading independent Financial Advisory firm since 2014, focused on holistic financial planning.
- Benefits: Enjoy a competitive salary and hybrid working options for better work-life balance.
- Why this job: Be part of a collaborative culture that values your input and helps clients achieve their financial goals.
- Qualifications: Level 4 Diploma qualified with 3 years of Paraplanning experience and strong technical knowledge.
- Other info: Located in Nottingham, apply by October 30th to join our dynamic team!
The predicted salary is between 28800 - 48000 £ per year.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
We are urgently seeking an experienced Paraplanner to join an existing team of Paraplanners supporting the Financial Advisers of the business. Specifically you’ll be responsible for:
- Working collaboratively with our financial planners to help give advice to our clients.
- Creating lifetime cashflow forecasts with multiple scenarios to test the extent to which clients can achieve their goals.
- Writing a financial plan with summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
We require an experienced Level 4 Diploma qualified Paraplanner ideally with around 3 years experience working as a Paraplanner with strong technical knowledge of Pensions, Investments and Life Assurance products, coupled with their benefits and taxation. Specifically you’ll have a good understanding of tax allowances, trusts and business structures as part of Financial Plans and have experience using Cashflow forecasting systems such as Voyant. You will have great attention to detail, a positive approach, and be very well organised, with a problem-solving mindset.
A great salary is offered for the role, coupled with Hybrid working options.
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific cashflow forecasting systems mentioned in the job description, like Voyant. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work as Paraplanners. Engaging in conversations about industry trends and best practices can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest regulations and changes in tax laws that affect pensions, investments, and life assurance products. Demonstrating your knowledge during interviews can show your commitment to the role and the industry.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully collaborated with financial planners. Highlighting your teamwork skills and problem-solving abilities will resonate well with the hiring team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your technical knowledge of Pensions, Investments, and Life Assurance products. Use specific examples to demonstrate your skills in creating cashflow forecasts and writing financial plans.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your Level 4 Diploma qualification and your experience with cashflow forecasting systems like Voyant. Explain how your problem-solving mindset and attention to detail make you a great fit for the team.
Highlight Relevant Experience: In your application, emphasise your three years of experience as a Paraplanner. Discuss specific projects or tasks where you collaborated with financial planners and delivered accurate financial plans on time.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is clear and concise, reflecting your organisational skills and professionalism.
How to prepare for a job interview at Lime Search & Select Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge of Pensions, Investments, and Life Assurance products. Be prepared to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Prepare for Cashflow Forecasting Questions
Since the role involves creating lifetime cashflow forecasts, brush up on your experience with forecasting systems like Voyant. Be ready to explain how you approach cashflow forecasting and any challenges you've faced.
✨Highlight Your Attention to Detail
Attention to detail is crucial in this role. Prepare examples that showcase your ability to deliver accurate financial plans and reports. Discuss how you ensure quality and accuracy in your work.
✨Demonstrate Your Problem-Solving Skills
With a problem-solving mindset being essential, think of instances where you've successfully navigated complex financial situations. Share how you approached these challenges and the outcomes of your solutions.
