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- Tasks: Support Financial Advisers with research and compliance documentation.
- Company: Join a forward-thinking chartered financial planning firm focused on client care.
- Benefits: Enjoy flexible remote work, competitive salary, and ongoing training opportunities.
- Why this job: Be part of a supportive team culture while making a real impact in financial planning.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 2 years' paraplanning experience.
- Other info: Work fully remotely from anywhere in the UK.
The predicted salary is between 28000 - 37000 £ per year.
Remote Paraplanner (Diploma Level 4 Required)
Location: Fully Remote (UK-based applicants only)
Employment Type: Full-time
Salary: Competitive, based on experience £35,000 to £37,000 comprehensive benefits.
Overview:
A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support. As part of its growing remote team, it is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care.
Paraplanner Role Overview:
As a Remote Paraplanner, you will play a critical role in supporting Financial Advisers with accurate, well-researched, and compliant advice documentation. You will be responsible for the full paraplanning process, from research and suitability report writing to liaising with advisers and ensuring clients receive exceptional service.
Paraplanner Key Responsibilities:
- Prepare high-quality suitability reports and financial planning documentation.
- Conduct in-depth product and provider research.
- Support advisers with technical queries and case preparation.
- Ensure all reports meet FCA compliance standards.
- Maintain up-to-date knowledge of financial products, legislation, and industry developments.
- Collaborate with administrative and advisory teams to ensure seamless client journeys.
Paraplanner Requirements:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
- Minimum 2 years’ paraplanning experience.
- Strong technical knowledge across pensions, investments, protection, and tax planning.
- Excellent written and verbal communication skills.
- High attention to detail and strong organisational abilities.
- Comfortable working independently in a remote environment.
- Proficient with financial planning software (e.g. Voyant, FE Analytics etc.) and Microsoft Office Suite.
What’s on Offer:
- Flexible remote working - work from anywhere in the UK.
- Opportunities for progression and further qualifications.
- Supportive and inclusive team culture.
- Competitive salary with performance-related bonuses.
- Ongoing training and CPD support.
Trainee Paraplanner / Financial Planning employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner / Financial Planning
✨Tip Number 1
Network with professionals in the financial planning industry. Join relevant online forums or LinkedIn groups where you can connect with experienced paraplanners and financial advisers. Engaging in discussions can help you gain insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and compliance regulations. Staying updated on industry developments will not only enhance your knowledge but also demonstrate your commitment to excellence during interviews.
✨Tip Number 3
Prepare for potential technical assessments by practising report writing and product research. Being able to showcase your skills in these areas can set you apart from other candidates and show that you're ready for the role.
✨Tip Number 4
Highlight your experience with financial planning software in conversations with recruiters. Being proficient in tools like Voyant or FE Analytics is a significant advantage, so make sure to discuss how you've used them effectively in your previous roles.
We think you need these skills to ace Trainee Paraplanner / Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant paraplanning experience. Emphasise your technical knowledge in pensions, investments, protection, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client care and compliance. Mention specific examples of how you've supported advisers in the past and your familiarity with financial planning software.
Highlight Your Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate complex information clearly and effectively.
Showcase Your Attention to Detail: In your application, include instances where your attention to detail has positively impacted your work. This could be through accurate report writing or ensuring compliance with FCA standards.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of pensions, investments, protection, and tax planning during the interview. Be prepared to discuss specific examples from your experience that demonstrate your technical expertise.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring along samples of your suitability reports or documentation to showcase your meticulousness. Discuss how you ensure compliance with FCA standards in your work.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to support advisers. Think about past experiences where you successfully navigated complex cases and be ready to share those stories.
✨Emphasise Your Remote Working Skills
Since this role is fully remote, it's important to convey your comfort and effectiveness in a remote working environment. Share strategies you use to stay organised and communicate effectively with your team.
