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- Tasks: Support Financial Advisors by reviewing documents, conducting research, and drafting reports.
- Company: Join a multi-award winning, people-focused Independent Financial Advice firm with a strong reputation.
- Benefits: Enjoy a competitive salary, generous holiday, remote work options, and various corporate perks.
- Why this job: Be part of a caring team that values holistic financial planning and community involvement.
- Qualifications: Experience as a holistic Paraplanner and a Level 4 Diploma in Financial Planning required.
- Other info: Work remotely with occasional office visits and participate in charity initiatives.
The predicted salary is between 36000 - 48000 £ per year.
This job is available within an award-winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
- Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
- Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
- Draft suitability reports, for final approval by the Financial Advisor
- Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
This role has a holistic focus, whereby you will be involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience.
Paraplanner Requirements- You must have experience as a holistic Paraplanner and be used to supporting a team of Financial Advisors
- Paraplanners with experience of working towards SLA targets would be beneficial
- You should hold full Level 4 Diploma qualification in Financial Planning
- Must have strong attention to detail and be able to explain complex information clearly
This multi-award winning, people-focused business is a well-respected Independent Financial Advice firm. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.
Paraplanner Benefits- Salary of £42,000 - £48,000 dependent upon experience and qualifications
- Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
- Home based with once a fortnight/month visit to their office in Farnborough (or more often if you desire)
- Regular charity initiatives, including 1-day annual allowance for charity work
- Normal working hours
Locations: Remote based with once a fortnight/month visit to their office in Farnborough.
Paraplanner employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific compliance guidelines and financial products relevant to the role. This will not only help you in interviews but also demonstrate your commitment to understanding the holistic approach that the firm values.
✨Tip Number 2
Network with current or former Paraplanners in similar roles. They can provide insights into the day-to-day responsibilities and expectations, which can be invaluable when discussing your experience and how it aligns with the job.
✨Tip Number 3
Prepare to discuss your experience with SLA targets and how you've successfully met them in previous roles. This will show that you understand the importance of efficiency and quality in a fast-paced environment.
✨Tip Number 4
Highlight your ability to explain complex financial information clearly. Consider preparing examples from your past work where you successfully communicated intricate details to clients or colleagues, as this is crucial 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 experience as a holistic Paraplanner. Emphasise your support for Financial Advisors and any relevant qualifications, particularly the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and ability to explain complex information clearly. Mention specific examples of how you've met compliance guidelines and supported financial planning solutions.
Highlight Relevant Experience: In your application, focus on your experience working towards SLA targets and any specific projects where you provided technical support to clients. This will demonstrate your capability in meeting the role's requirements.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or unclear statements. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Holistic Experience
Make sure to highlight your experience as a holistic Paraplanner during the interview. Discuss specific examples of how you've supported Financial Advisors and the types of financial planning solutions you've worked on.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this role, prepare to discuss how you ensure compliance in your work. Bring examples of how you've reviewed factfinds and meeting notes to meet compliance guidelines.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and ability to explain complex information clearly. Brush up on financial calculations and suitability reports, and be ready to articulate your thought process.
✨Research the Company Culture
This firm values its team and has a people-focused culture. Familiarise yourself with their values and recent charity initiatives, and be prepared to discuss how you align with their mission and contribute to a positive work environment.
