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- Tasks: Support advisers with technical work, report writing, and client service.
- Company: Join a respected independent financial advisory firm in Warwickshire.
- Benefits: Earn up to £50,000 with 23 days holiday, private medical insurance, and study support.
- Why this job: Be part of a collaborative team in a supportive environment with growth opportunities.
- Qualifications: Level 4 Diploma required; Level 6 in progress is a plus.
- Other info: Enjoy on-site parking and easy motorway access.
The predicted salary is between 36000 - 60000 £ per year.
Are you a detail-oriented Paraplanner with 3 years' experience, looking for a new opportunity in a relaxed, supportive, and growing independent advice firm? This role is ideal for qualified Paraplanners (Level 4 Diploma required, working towards Level 6 desirable) who enjoy technical work, want to contribute to a collaborative team, and are open to future potential progression opportunities. You’ll join a well-established, forward-thinking business with a strong reputation for integrity and professionalism.
This is a respected independent financial advisory firm based in Warwickshire, known for its quality advice, experienced team, and client-centric approach. With 5 advisers and ten support staff, the business has grown significantly through acquisitions and referrals, building a collaborative culture where clients benefit from the expertise of the whole team rather than just an individual adviser.
You’ll play a key role in the business’s advice process, supporting advisers with high-level technical work. Your responsibilities will include report writing, product and investment research, transacting business, and responding to technical queries. You’ll also attend investment committee meetings and contribute to ongoing client service.
Benefits include:
- Up to £50,000 salary
- 23 days holiday (increasing with service) + Christmas shutdown
- Private medical insurance
- Healthcare cash plan
- Employer pension scheme
- Full study support (towards Level 6 if desired)
- On-site parking and easy access from motorway
How to Apply: Click to apply. We will have an initial conversation and forward your CV to the business then organise all next steps!
Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your technical knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that involves high-level technical work.
✨Tip Number 3
Prepare to discuss your experience in report writing and investment research during the interview. Be ready to provide examples of how you've contributed to a collaborative team environment in previous roles, as this aligns with the firm's values.
✨Tip Number 4
Show enthusiasm for professional development, particularly your interest in progressing towards Level 6 qualifications. Highlighting your willingness to grow within the company 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, especially focusing on your technical skills and any relevant qualifications. Mention your Level 4 Diploma and any progress towards Level 6 to show your commitment to professional development.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasise your detail-oriented nature and your ability to work collaboratively within a team. Share specific examples of how you've contributed to previous teams or projects.
Highlight Relevant Experience: In your application, clearly outline your experience with report writing, product and investment research, and handling technical queries. This will demonstrate your capability to support advisers effectively in their roles.
Show Enthusiasm for Growth: Express your interest in future progression opportunities within the firm. Mention your eagerness to contribute to a collaborative culture and your willingness to engage in ongoing learning and development, particularly towards achieving Level 6.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Technical Skills
As a Paraplanner, you'll be expected to handle high-level technical work. Be prepared to discuss your experience with report writing, product and investment research, and how you've tackled technical queries in the past.
✨Demonstrate Team Collaboration
This role emphasises a collaborative culture. Share examples of how you've worked effectively within a team, supported advisers, and contributed to client service in previous positions.
✨Highlight Your Qualifications
Make sure to mention your Level 4 Diploma and any progress towards Level 6. Discuss how your qualifications have equipped you for the responsibilities of the role and your commitment to ongoing professional development.
✨Research the Company
Familiarise yourself with the firm's reputation and values. Understanding their client-centric approach and recent growth will help you align your answers with their goals and demonstrate your genuine interest in joining their team.
