Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Paraplanner, crafting detailed financial plans and reports.
- Company: We're a well-established IFA practice dedicated to client success and team growth.
- Benefits: Enjoy hybrid working, 25+ days holiday, and a range of health perks.
- Why this job: Be part of a supportive team that values your skills and offers tailored career development.
- Qualifications: Strong analytical skills and attention to detail are essential for this role.
- Other info: Experience in compliance and regulatory requirements is a plus.
The predicted salary is between 28800 - 48000 £ per year.
Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures. Expert analytical skills and attention to detail play a vital role in our excellence of client service.
Key responsibilities include:
- Conducting in-depth research and analysis;
- Preparing suitability reports and plans;
- Supporting Advisers with client meetings;
- Imparting expert knowledge on technical queries;
- Maintaining and managing compliance and regulatory requirements.
This organisation strongly believes in investing in their people. They offer a supportive and dynamic work environment where skills and expertise are valued and rewarded. Being a valued part of the team means you will benefit not just from a career development plan bespoke to you, but you will also enjoy many quality company benefits including:
- Hybrid working arrangements;
- 4% matched pension;
- Death in Service;
- Income Protection;
- Health Cash Plan;
- Cycle to Work Scheme;
- Employee Assistance Programmes;
- Optional Influenza Vaccination;
- 25 days holiday (rising by one day each year following five complete years of service, until 30 days holiday is achieved);
- Additional Birthday Day Off;
- Discounted Health Testing.
Paraplanner employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Paraplanners or financial advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples of your analytical skills and attention to detail during interviews. Think of scenarios where you've successfully conducted research or created detailed reports, as these will showcase your suitability for the role.
✨Tip Number 4
Research the company culture and values of the IFA practice you're applying to. Understanding their approach to client service and employee development will allow you to tailor your conversation and show how you align with their mission.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as conducting research, preparing reports, and supporting advisers. This will help you tailor your application to highlight relevant skills.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or paraplanning. Use specific examples to demonstrate your analytical skills and attention to detail, as these are crucial for the role.
Showcase Your Skills: Make sure to showcase your technical knowledge and compliance understanding in your application. Mention any relevant qualifications or training that align with the job description, as this will strengthen your candidacy.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the position and the company. Explain why you want to join their team and how you can contribute to their success, particularly in creating detailed financial plans.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Analytical Skills
As a Paraplanner, your analytical skills are crucial. Be prepared to discuss specific examples of how you've conducted in-depth research and analysis in previous roles. Highlight any tools or methodologies you used to ensure accuracy and thoroughness.
✨Prepare for Technical Questions
Expect to face technical queries during the interview. Brush up on financial regulations and compliance requirements relevant to the role. Demonstrating your knowledge will show that you're not only capable but also proactive in staying informed.
✨Emphasise Attention to Detail
Attention to detail is vital in creating financial plans and reports. During the interview, share instances where your meticulous nature has led to successful outcomes. This could be through error-free reports or identifying discrepancies that others may have missed.
✨Express Enthusiasm for Team Collaboration
This organisation values teamwork and collaboration. Be sure to convey your enthusiasm for working alongside Advisers and supporting client meetings. Share experiences where you've successfully collaborated with others to achieve common goals.
