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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 providing 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 reporting to a supportive Paraplanning Manager.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner
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 financial regulations and FCA Conduct Rules. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and ethical standards, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial services industry, 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.
✨Tip Number 3
Stay updated on market trends and investment products by following relevant financial news and publications. Being knowledgeable about current events will allow you to speak confidently about the industry during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported financial advisers or clients in the past. Highlighting your experience with complex financial planning and client communication will set you apart from other candidates.
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 to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your attention to detail. Mention how your qualifications align with the job requirements, particularly your Diploma status and experience with complex financial situations.
Highlight Relevant Experience: In your application, emphasise any previous roles where you supported financial advisers or worked closely with clients. Detail your experience in researching markets and products, as this is crucial for the role.
Showcase Communication Skills: Since the role requires balancing technical detail with client-friendly communication, provide examples of how you've successfully communicated complex information to clients or colleagues in the past.
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 you have that align with the job requirements.
✨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 and decision-making.
✨Emphasise 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 consider providing examples of how you've effectively communicated complex information to clients or colleagues in the past.
