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- Tasks: Join a dynamic team to draft advice letters and conduct technical research for clients.
- Company: A respected financial planning firm focused on exceptional client service and teamwork.
- Benefits: Enjoy hybrid work options, a collaborative environment, and exposure to diverse client scenarios.
- Why this job: Make a meaningful impact in a quality-driven culture with experienced professionals.
- Qualifications: Strong financial planning knowledge, excellent communication skills, and experience with CRM systems required.
- Other info: Ideal for those who thrive in team settings and want to grow in a reputable firm.
The predicted salary is between 36000 - 60000 £ per year.
2 weeks ago Be among the first 25 applicants
This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Financial Divisions
Employment Type: Full-Time | Hybrid (2 days WFH)
Our client, a highly regarded financial planning firm based near Hemel is seeking an experienced and technically astute Paraplanner to join their friendly and collaborative team. This is a rare opportunity to become part of a business that places exceptional client service and team cohesion at the heart of everything they do.
Working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists, the successful candidate will play a key role in delivering high-quality advice and technical support to a loyal and growing client base.
Key Responsibilities:
- Drafting detailed advice letters and suitability reports relating to pensions, investments, and income drawdown
- Preparing comprehensive review documentation and content for annual client meetings
- Creating accurate and insightful cashflow models to support financial planning recommendations
- Conducting in-depth technical research to underpin client strategies
- Providing technical assistance on complex client queries
- Collaborating with internal teams to maintain seamless client service
- Attending occasional client meetings (most meetings are held in-house)
Required Skills and Experience:
- Strong understanding of the financial planning process
- Excellent written and verbal communication skills
- High level of attention to detail and analytical ability
- Comfortable managing multiple priorities and deadlines
- Advanced Microsoft Office skills, particularly Word and Excel
- Experience using industry CRM/back-office systems (e.g., X-Plan, Intelligent Office)
- Confident taking accurate meeting notes and liaising with clients directly
- Familiarity with cashflow modelling tools
- Experience supporting senior advisers or advisory teams
- Strong technical knowledge of pensions and investments
- Exposure to high-net-worth clients and complex financial planning needs
- Track record of producing bespoke, technically detailed reports
- Additional qualifications such as:
- Chartered Financial Planner
- Other relevant technical accreditations
What Makes This Opportunity Stand Out:
- A collaborative and professional working environment
- Opportunity to work alongside highly experienced professionals
- Exposure to diverse and complex client scenarios
- A quality-driven culture with a strong emphasis on personalised client service
This is an ideal role for a technically proficient Paraplanner who thrives in a team-oriented environment and is looking to make a meaningful contribution to a reputable and well-structured financial planning firm.
To express interest in this opportunity, please apply today by contacting samn@financialdivisions.co.uk
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as X-Plan and Intelligent Office. Having hands-on experience or knowledge of these systems can set you apart from other candidates.
✨Tip Number 2
Showcase your understanding of cashflow modelling by preparing a sample model that demonstrates your analytical skills. This practical demonstration can impress during interviews and highlight your technical proficiency.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who work in paraplanning roles. Engaging with them on platforms like LinkedIn can provide insights into the role and potentially lead to referrals.
✨Tip Number 4
Prepare for the interview by researching common client scenarios faced by paraplanners. Being able to discuss how you would handle complex financial planning needs will demonstrate your readiness for the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Paraplanner. Familiarise yourself with the financial planning process and the specific skills mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your technical knowledge of pensions and investments, as well as your ability to produce detailed reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of client service. Mention specific experiences where you've successfully collaborated with teams or managed complex client queries.
Proofread Your Application: Ensure that your application is free from errors. Pay attention to detail, as this role requires a high level of accuracy. A well-proofread application reflects your professionalism and commitment to quality.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning processes. Be prepared to discuss your experience with pensions, investments, and cashflow modelling tools, as well as any relevant qualifications you hold.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think of examples from your past experience where you provided technical support or drafted advice letters, and be ready to explain your thought process.
✨Highlight Your Attention to Detail
Given the nature of the role, attention to detail is paramount. Share instances where your meticulousness has positively impacted your work, such as producing accurate reports or managing complex client queries.
✨Demonstrate Team Collaboration Skills
This position values teamwork, so be sure to discuss your experience working alongside other professionals. Highlight how you've contributed to a collaborative environment and supported senior advisers in achieving client goals.
