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- Tasks: Support the paraplanning team with research, reports, and client data analysis.
- Company: Join a rapidly growing financial planning firm in Liverpool with a collaborative culture.
- Benefits: Earn up to £40,000, enjoy a modern workspace, and benefit from structured development.
- Why this job: Build a long-term career in paraplanning with clear progression and diverse client exposure.
- Qualifications: Must have started Level 4 Diploma exams and have relevant experience in financial planning.
- Other info: Hands-on learning in a close-knit team at one of the North West's most ambitious firms.
The predicted salary is between 24000 - 40000 £ per year.
We’re working with a rapidly growing financial planning firm in Liverpool that’s expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.
What’s on offer:
- Salary up to £40,000 depending on experience and exam progress
- Full-time, office-based role in a modern Liverpool workspace
- Supportive and collaborative environment with structured development
- Clear progression pathway into full paraplanning and beyond
- Exposure to a diverse client base and broad casework
About the role:
As a Junior Paraplanner, you’ll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.
Typical duties include:
- Preparing research and technical information to support financial recommendations
- Drafting suitability reports for review and compliance approval
- Gathering and analysing client data, including fact-finds and existing policy information
- Liaising with providers for valuations and product information
- Maintaining accurate records and supporting advisers in client planning meetings
- Assisting with ongoing reviews, cashflow modelling, and client servicing
What we’re looking for:
- Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)
- Experience in an IFA support, paraplanning assistant, or technical administration role
- A solid understanding of financial planning basics: pensions, investments, ISAs, protection
- Excellent attention to detail and strong organisational skills
- A genuine desire to progress in a technical role with long-term career ambitions
This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms.
Junior Paraplanner employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners or in IFA support roles. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with 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 and networking opportunities.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can provide you with insights into the company culture and expectations, and may even lead to a referral when you apply.
✨Tip Number 4
Prepare to discuss specific examples of your organisational skills and attention to detail in previous roles. Being able to articulate how you've successfully managed tasks or projects will set you apart from other candidates.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications related to paraplanning. Emphasise any completed exams towards the Level 4 Diploma in Financial Planning and any previous roles in IFA support or technical administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Junior Paraplanner role. Mention your career ambitions in paraplanning and how you align with the company's values and goals. Be specific about why you want to work with this financial planning firm.
Showcase Relevant Skills: In your application, highlight skills that are crucial for the role, such as attention to detail, organisational abilities, and a solid understanding of financial planning basics like pensions and investments. Use examples from your past experiences to illustrate these skills.
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 for a Junior Paraplanner.
How to prepare for a job interview at Heat Recruitment Ltd
✨Show Your Knowledge of Financial Planning
Make sure to brush up on the basics of financial planning, including pensions, investments, ISAs, and protection. Being able to discuss these topics confidently will demonstrate your understanding and enthusiasm for the role.
✨Highlight Relevant Experience
If you've worked in an IFA support or technical administration role before, be ready to share specific examples of your responsibilities and achievements. This will help the interviewers see how your background aligns with the Junior Paraplanner position.
✨Demonstrate Attention to Detail
Since the role involves preparing research and drafting reports, it's crucial to showcase your attention to detail. You might want to mention any past experiences where your meticulousness made a difference in your work.
✨Express Your Career Ambitions
Let them know about your long-term career goals in paraplanning. Showing that you are eager to grow and develop within the company can make a positive impression and align with their supportive environment.
