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For Companies At a Glance
- Tasks: Prepare investment reports and support financial consultants with research and client communication.
- Company: Join a dynamic financial services firm dedicated to delivering high-quality advice to clients.
- Benefits: Enjoy a fully remote role with flexible working options and a supportive team environment.
- Why this job: Be part of a company that values your input and fosters strong relationships in the finance sector.
- Qualifications: Must be diploma-qualified or working towards Level 4 in Financial Planning with a solid understanding of investments.
- Other info: This is a full-time contract role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
- Preparing clear, thorough investment reports for new and existing clients.
- Putting together pre-investment packs to support financial consultants’ recommendations.
- Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
- Working closely with administrators to provide technical support when needed.
- Building and maintaining strong relationships with investment and insurance providers.
- Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
- Diploma-qualified (or working towards Level 4 in Financial Planning).
- Confident with complex financial planning – including vulnerable client situations.
- A solid understanding of investment products, pensions, and protection solutions.
- Comfortable balancing technical detail with client-friendly communication.
This is a full-time role on a contract basis, fully remote, with offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input.
Qualified Paraplanner - Fully Remote employer: HW People
Contact Detail:
HW People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Fully Remote
✨Tip Number 1
Familiarise yourself with the latest FCA Conduct Rules and internal policies relevant to paraplanning. This will not only help you understand the compliance aspect of the role but also demonstrate your commitment to adhering to industry standards during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who are already working as paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals or recommendations for the position at StudySmarter.
✨Tip Number 3
Stay updated on current market trends and investment products. Being knowledgeable about the latest developments will allow you to speak confidently about your understanding of the industry during any discussions or interviews.
✨Tip Number 4
Prepare to showcase your ability to balance technical detail with client-friendly communication. Think of examples from your past experience where you've successfully explained complex financial concepts to clients in an understandable way, as this is a key skill for the role.
We think you need these skills to ace Qualified Paraplanner - Fully Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your skills in preparing investment reports and your understanding of financial products. Use specific examples that demonstrate your attention to detail and ability to communicate complex information clearly.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your commitment to providing high-quality advice. Mention your qualifications, such as being diploma-qualified or working towards Level 4, and how they align with the company's needs.
Showcase Relevant Experience: When detailing your work history, emphasise any roles where you supported financial consultants or worked closely with clients. Highlight your ability to research markets and products, as well as your experience with FCA Conduct Rules.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role like this.
How to prepare for a job interview at HW People
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of complex financial planning. Be prepared to discuss specific investment products, pensions, and protection solutions during the interview. Highlight any relevant experience or qualifications that showcase your expertise.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle vulnerable client situations or complex financial scenarios. Think of examples from your past experience where you successfully navigated such challenges, and be ready to explain your thought process.
✨Emphasise Your Attention to Detail
Since the role involves preparing thorough investment reports and pre-investment packs, it's crucial to convey your detail-oriented nature. Share examples of how you've ensured accuracy in your previous work, and discuss any systems or processes you use to maintain high standards.
✨Demonstrate Strong Communication Skills
You'll need to balance technical details with client-friendly communication. Prepare to discuss how you tailor your communication style to different audiences, and provide examples of how you've built relationships with clients or colleagues in the past.
