Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with financial planning, product research, and technical analysis.
- Company: Join one of the UK's largest financial planning providers with a strong employee development focus.
- Benefits: Enjoy a £55,000 salary, pension plan, private medical insurance, and flexible working options.
- Why this job: This role offers career progression, professional qualification funding, and a supportive work culture.
- Qualifications: You need a Level 4 Diploma and strong technical knowledge to excel in this role.
- Other info: This is a remote position with occasional office visits required.
The predicted salary is between 44000 - 66000 £ per year.
Recruit UK are working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Paraplanner in their team.
They are looking for an experienced Paraplanner to support their advisers in the provision of in-depth financial planning for private wealth clients, through undertaking product research, producing suitability reports and conducting technical analysis.
They have a track record of developing their employees through funding professional studies and offering progression opportunities into either advice or management depending on your desired career path. This is a home-based role with a monthly requirement to visit the office.
What’s in it for you:
- Salary up to £55,000
- Pension Plan (10% employer contribution)
- Private Medical Insurance and Life Assurance
- Discretionary Bonus
- Funding for professional qualifications
- Progression Opportunities
- Flexible home working arrangement
Skills and experience required:
- Level 4 Diploma (CII or LIBF)
- Ideally Chartered
- Strong technical knowledge
- Ability to work as part of a team to deliver excellent client service
- Skilled multi-tasker who can prioritise and plan own workload
If you are looking to join a company that truly values their employees, and will support you with your career then apply online!
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner (Remote)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend relevant webinars or local meetups to make connections and learn more about the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported advisers in the past. Highlight your experience in conducting product research and producing suitability reports to showcase your technical skills.
✨Tip Number 4
Familiarise yourself with the company’s values and culture. Tailor your conversations to reflect how your personal values align with theirs, showing that you’re a great fit for their team.
We think you need these skills to ace Chartered Paraplanner (Remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, including your Level 4 Diploma and any technical knowledge. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to support advisers. Mention specific examples of how you've successfully conducted product research or produced suitability reports in the past.
Highlight Your Skills: In your application, emphasise your ability to work as part of a team and your skills in multi-tasking and prioritising workloads. These are crucial for delivering excellent client service, which is a key aspect of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Showcase Your Technical Knowledge
As a Chartered Paraplanner, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss specific financial products and strategies you've worked with, and how they can benefit private wealth clients.
✨Highlight Your Multi-Tasking Skills
This role requires excellent multi-tasking abilities. Share examples of how you've successfully managed multiple projects or tasks in the past, ensuring you prioritise effectively to meet deadlines.
✨Emphasise Team Collaboration
Since the position involves working closely with advisers, it's important to highlight your ability to work as part of a team. Discuss experiences where you've collaborated with others to deliver exceptional client service.
✨Prepare for Technical Analysis Questions
Expect questions that assess your ability to conduct technical analysis. Brush up on relevant case studies or scenarios where you've had to analyse financial data and produce suitability reports, showcasing your analytical skills.
