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For Companies At a Glance
- Tasks: Support advisers by conducting research and creating tailored financial reports.
- Company: Join a thriving independent financial planning team known for its success and growth.
- Benefits: Enjoy a collaborative work environment with opportunities for career advancement.
- Why this job: Perfect for those passionate about finance and eager to make a real impact.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus 1+ years of experience.
- Other info: Contact Tegan at Dynamite Recruitment for more details!
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for a knowledgeable and motivated Paraplanner to join an independent Financial planning team. This role involves supporting advisers in delivering tailored financial advice through detailed research, analysis, and suitability reporting. Ideal for someone already Level 4 qualified (or working towards it) and keen to grow in a client-focused, regulated environment. Be part of a wonderful team that is growing due to continued success.
Key Responsibilities:
- Produce client-specific suitability reports based on thorough analysis of fact-finding data
- Research appropriate investment and pension products aligned with client needs
- Work closely with advisers and compliance to ensure advice meets regulatory standards
- Processing new business including pension and ISA switches
- Assist with new business processing and client queries where needed
What We’re Looking For:
- Level 4 Diploma in Financial Planning (or working towards it)
- 1 year + experience within a Paraplanning role
- Strong understanding of financial products, platforms, and compliance processes
- Excellent written communication and research skills
For more details please apply or contact Tegan at Dynamite Recruitment!
Contact Detail:
Dynamite Recruitment Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Paraplanners and advisers. This can provide you with insights into the role and potentially lead to job referrals.
✨Tip Number 2
Stay updated on the latest financial products and compliance regulations. Subscribe to industry newsletters or follow financial news outlets to ensure you’re knowledgeable about current trends, which will impress potential employers during interviews.
✨Tip Number 3
Prepare for interviews by practising common Paraplanning scenarios. Think about how you would approach client-specific suitability reports or product research, as demonstrating your analytical skills can set you apart from other candidates.
✨Tip Number 4
Showcase your commitment to professional development. If you're working towards your Level 4 qualification, mention any relevant courses or training you've undertaken. This demonstrates your dedication to growing within the field and aligns with our values at StudySmarter.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience in a Paraplanning role. Emphasise your understanding of financial products and compliance processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your ability to support advisers in delivering tailored financial advice. Mention specific skills like research and analysis that align with the job description.
Showcase Relevant Experience: In your application, provide examples of your previous work that demonstrate your strong written communication skills and your ability to produce suitability reports based on detailed analysis.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Showcase Your Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and compliance processes. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas.
✨Prepare for Technical Questions
Expect questions that test your knowledge of suitability reports and investment products. Brush up on the latest regulations and be ready to explain how you would approach client-specific scenarios.
✨Highlight Your Communication Skills
Since you'll be working closely with advisers and clients, effective communication is key. Prepare to discuss how you've successfully communicated complex financial information in the past.
✨Demonstrate Your Team Spirit
This role is part of a growing team, so showing that you can collaborate effectively is important. Share examples of how you've worked as part of a team to achieve common goals in your previous roles.
