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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 performance bonuses.
- Why this job: Be part of a supportive team culture with opportunities for growth and ongoing training.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 2 years' paraplanning experience.
- Other info: Work from anywhere in the UK and collaborate with a dynamic remote team.
The predicted salary is between 28000 - 31000 £ per year.
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.
As a Remote Paraplanner, you'll play a critical role in supporting its 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.
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.
- 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.
- 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.
Home based Trainee Paraplanner employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home based Trainee Paraplanner
✨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
Stay updated on the latest financial regulations and products. Subscribe to industry newsletters or follow financial news websites. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Familiarise yourself with the specific financial planning software mentioned in the job description, such as Voyant or FE Analytics. If you haven't used them before, consider taking online tutorials to boost your confidence and show your commitment to the role.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle technical queries or case preparations. Think of examples from your past experience that showcase your problem-solving skills and attention to detail, which are crucial for a paraplanner.
We think you need these skills to ace Home based Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and 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 Remote Work Skills: Since this role is fully remote, emphasise your ability to work independently and manage your time effectively. Provide examples of how you've successfully collaborated with teams in a remote setting.
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 crucial for a Paraplanner role.
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 Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific paraplanning tasks or client situations. Practise articulating your thought process and decision-making skills in these scenarios.
✨Emphasise Your Remote Working Skills
Since this role is fully remote, be ready to discuss your experience working independently. Share strategies you use to stay organised and maintain communication with team members while working from home.
