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- Tasks: Support advisers with financial planning, product research, and technical analysis.
- Company: Join one of the UK's largest financial planning providers, dedicated to employee development.
- Benefits: Enjoy a £55,000 salary, pension contributions, private medical insurance, and flexible working.
- Why this job: Be part of a supportive culture that values career growth and professional qualifications.
- Qualifications: Must have Level 4 Diploma and strong technical knowledge; Chartered status preferred.
- Other info: This is a remote role with occasional office visits in London/Gatwick.
The predicted salary is between 39600 - 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 Chartered Paraplanner to join their team.
As an experienced Chartered Paraplanner or on route to being Chartered, you will 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)
- Chartered or soon to be
- 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!
Paraplanner (remote) employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (remote)
✨Tip Number 1
Make sure to highlight your Level 4 Diploma and any progress towards becoming Chartered in your conversations. This shows your commitment to professional development, which is highly valued in the financial services industry.
✨Tip Number 2
Familiarise yourself with the company’s approach to financial planning and investment services. Being able to discuss their methodologies and how you can contribute will set you apart during interviews.
✨Tip Number 3
Network with current or former employees of the company on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported advisers in the past. Demonstrating your ability to conduct product research and produce suitability reports will show that you're ready for the role.
We think you need these skills to ace Paraplanner (remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Chartered Paraplanner or your journey towards becoming Chartered. Emphasise your technical knowledge and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to support advisers effectively. Mention your understanding of the role and how your skills can contribute to the company's success.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma (CII or LIBF) and any other relevant qualifications. If you are on the path to becoming Chartered, mention this and any steps you are taking towards achieving it.
Showcase Teamwork and Client Service Skills: Provide examples in your application that demonstrate your ability to work as part of a team and deliver excellent client service. This could include past experiences where you successfully collaborated with others or managed client relationships.
How to prepare for a job interview at Recruit UK
✨Showcase Your Technical Knowledge
As a Paraplanner, strong technical knowledge is crucial. Be prepared to discuss your understanding of financial products and regulations. Highlight any relevant experience or qualifications that demonstrate your expertise in this area.
✨Demonstrate Teamwork Skills
This role requires collaboration with advisers and other team members. Share examples from your past experiences where you successfully worked as part of a team to deliver excellent client service. This will show your ability to fit into their team-oriented culture.
✨Prepare for Product Research Questions
Expect questions about how you approach product research and suitability reports. Be ready to explain your process and any tools or resources you use. This will illustrate your analytical skills and attention to detail.
✨Discuss Career Progression Aspirations
The company values employee development and progression. Be open about your career goals and how you see yourself growing within the organisation. This shows your commitment to long-term success and aligns with their support for professional studies.
