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- Tasks: Join our team as a Paraplanner, crafting clear financial reports and supporting advisers.
- Company: A well-established financial planning firm with 25 years of experience and a strong UK reputation.
- Benefits: Enjoy a competitive salary, 25 days holiday, pension contributions, and company events.
- Why this job: Be part of a supportive team, deepen your knowledge, and help clients achieve financial peace.
- Qualifications: Minimum 1 year of paraplanning experience required; passion for finance is a must.
- Other info: Office-based role with a friendly two-stage interview process.
The predicted salary is between 29000 - 35000 £ per year.
This opportunity is perfect for experienced paraplanners (minimum 1 year in-role) who enjoy working closely with advisers and support teams to deliver tailored financial planning advice. If you're looking to deepen your technical knowledge, be part of a supportive team, and play a critical role in helping clients achieve financial peace of mind—this role is for you. In return, you’ll receive a competitive salary, generous benefits, and the chance to grow in a forward-thinking, well-established firm.
The Business
This is a long-standing, directly authorised financial planning firm with a 25-year track record of helping individuals and businesses with their financial goals. The team is built on collaboration, integrity, and professionalism. While they’re well-rooted in South, their reputation and client base extend across the UK.
You’ll be joining a supportive paraplanning team and working closely with directors and advisers, with the tools and structure in place to deliver high-quality, compliant advice. The company values quality over quantity and takes pride in creating tailored, client-centric solutions.
The Role
You’ll be at the heart of the advice process, turning complex financial plans into clear, compliant, and engaging client reports. A typical day might include researching pension and investment solutions, creating cash flow plans, preparing suitability letters, and working alongside the adviser and sales support to deliver seamless client outcomes.
You’ll also contribute to improving internal processes, liaise with compliance to ensure files meet FCA standards, and stay current on industry changes. The team works in a structured and consistent way—your input into evolving paraplanning procedures will be welcome.
Benefits
- Salary £35,000 - £42,000 (depending on experience & qualifications)
- 25 days holiday + bank holidays
- Employer pension contribution
- Death in service cover
- Yearly bonus
- Financial planning services
- On-site parking
- Company events
- 9:00 - 17:00 working hours, Monday to Friday
How to Apply
The application process is straightforward—just submit your CV and we’ll be in touch. Expect a friendly, professional two-stage interview process, starting with an initial call followed by an in-person meeting with the senior team at the office.
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards, especially those set by the FCA. This knowledge will not only help you in the role but also impress during your interviews.
✨Tip Number 2
Network with current or former paraplanners to gain insights into the role and the company culture. This can provide you with valuable information that you can use to tailor your discussions during the interview process.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to improving processes in your previous roles. Highlighting your proactive approach will resonate well with the team’s focus on quality and collaboration.
✨Tip Number 4
Showcase your technical skills by being ready to discuss the tools and software you’ve used in past paraplanning roles. Being familiar with industry-standard software can set you apart from other candidates.
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, focusing on your technical knowledge and any relevant qualifications. Emphasise your ability to work closely with advisers and support teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific experiences where you've contributed to client outcomes or improved internal processes.
Highlight Relevant Skills: In your application, emphasise skills such as research capabilities, report writing, and compliance knowledge. These are crucial for the role and will demonstrate your fit for the position.
Prepare for Interviews: Anticipate questions about your previous paraplanning experience and how you handle complex financial plans. Be ready to discuss how you can contribute to the team and improve processes within the firm.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning concepts, especially those relevant to pensions and investments. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of a paraplanner.
✨Demonstrate Team Collaboration Skills
Since this role involves working closely with advisers and support teams, be ready to share examples of how you've successfully collaborated in previous roles. Highlighting your ability to work as part of a team will resonate well with the company's values.
✨Prepare for Technical Questions
Expect technical questions related to compliance and financial regulations. Familiarise yourself with FCA standards and be prepared to discuss how you ensure compliance in your work. This will demonstrate your attention to detail and commitment to quality.
✨Show Enthusiasm for Continuous Learning
Express your eagerness to deepen your technical knowledge and stay current with industry changes. Mention any relevant courses or certifications you are pursuing or plan to pursue, as this shows your commitment to professional growth within the field.
