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- Tasks: Support financial planners by preparing reports and providing technical support for client queries.
- Company: Join an award-winning financial planning firm with over 30 years of industry leadership.
- Benefits: Enjoy 25 days holiday, private medical cover, and a 10% contributory pension.
- Why this job: Develop your career in a team-focused environment at a prestigious company.
- Qualifications: Must have Level 4 Diploma and experience as a Paraplanner in a fast-paced IFA practice.
- Other info: Flexible work options available; apply now and refer a friend for a bonus!
The predicted salary is between 36000 - 60000 £ per year.
Are you a Diploma Qualified Paraplanner seeking a hybrid role within an award winning firm?…..
An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and highly respected financial planning firm based in the North Liverpool area. This is a hybrid role offering flexibility and the chance to work with a team of Chartered professionals in a top 100 IFA firm.
The Role
The Paraplanner will play a key part in supporting Financial Planners in delivering high-quality advice to clients. This includes conducting in-depth research and analysis, preparing suitability reports, and helping formulate financial plans aligned to clients\’ needs and objectives.
Key Responsibilities
- Researching and analysing financial strategies and products to support client recommendations
- Preparing suitability reports and supporting documentation
- Producing cashflow modelling and compiling financial data
- Liaising with product providers and ensuring smooth follow-up of client requirements
- Supporting Financial Planners with client presentations and annual review processes
- Maintaining a high standard of compliance in line with regulatory requirements
- Keeping up to date with legislative and industry changes
Requirements
- Diploma in Regulated Financial Planning (minimum)
- At least three years’ experience in a financial advice practice
- Minimum of one year paraplanning experience
- Strong understanding of financial planning principles, products, and compliance standards
- High attention to detail and excellent organisational skills
- Willingness to occasionally travel for client meetings
Benefits
- Salary up to £45,000 depending on experience
- 25 days holiday plus bank holidays
- Birthday day off
- Hybrid working (post-probation)
- Private Medical Insurance
- 10 x salary Death in Service
- 5% Pension contribution
- Cycle to Work scheme
- Modern offices and a collaborative team environment
If you’re an experienced Paraplanner looking to join a progressive, forward-thinking firm with strong values and excellent benefits, we’d love to hear from you.
Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your Level 4 Diploma and any relevant qualifications during your conversations. This will show that you meet the minimum requirements and are serious about your professional development.
✨Tip Number 2
Familiarize yourself with the software and tools mentioned in the job description, like IO/XPlan and FE Analytics. Being able to discuss your experience with these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial planners in the past. This could include preparing suitability letters or handling complex client queries, which are key aspects of the role.
✨Tip Number 4
Network with professionals in the financial planning industry. Engaging with others in the field can provide insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner. Highlight your experience in preparing suitability letters, reports, and providing technical support in your application.
Tailor Your CV: Customize your CV to reflect your Level 4 Diploma and previous experience in a fast-paced IFA practice. Emphasize your analytical skills and familiarity with relevant software like IO/XPlan and FE Analytics.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your communication skills and explains why you are a great fit for this award-winning financial planning company. Mention your career aspirations and how they align with the company's values.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no 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 Heat Recruitment
✨Showcase Your Analytical Skills
As a Paraplanner, analytical capability is crucial. Be prepared to discuss specific examples of how you've used your analytical skills in previous roles, especially in preparing suitability letters and reports.
✨Familiarize Yourself with Relevant Software
Make sure you are well-versed in the software mentioned in the job description, such as IO/XPlan and FE Analytics. Highlight your experience with these tools during the interview to demonstrate your technical proficiency.
✨Communicate Clearly and Effectively
Good communication skills are essential for this role. Practice explaining complex financial concepts in simple terms, as you may need to support financial planners and clients with varying levels of understanding.
✨Emphasize Team Collaboration
This position involves working in a team-focused environment. Share examples of how you've successfully collaborated with colleagues in the past, and express your enthusiasm for contributing to a strong team dynamic.
