Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by conducting research and preparing client reports.
- Company: Join a leading financial services firm committed to client success.
- Benefits: Competitive salary, flexible working hours, and ongoing professional development.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma or equivalent, strong Excel and Word skills.
The predicted salary is between 30000 - 40000 £ per year.
Key Responsibilities
- Liaise with advisers to understand client objectives and gather any additional information required to complete suitability assessments.
- Review fact-find data to develop a clear picture of each client's overall financial position.
- Investigate client queries thoroughly and provide clear, accurate responses.
- Carry out comparative analysis to support well-informed client recommendations.
- Conduct technical research as part of reviewing existing financial arrangements.
- Perform tax planning assessments where appropriate.
- Create and interpret cash flow models to support financial planning advice.
- Prepare client suitability reports and correspondence within agreed timeframes, ensuring accuracy and clarity.
- Produce annual review reports and client communications in line with agreed service levels.
- Ensure all client-related work meets regulatory standards and is supported by appropriate documentation.
- Adhere at all times to the requirements of the Financial Services and Markets Act 2000 and relevant Financial Conduct Authority (FCA) rules and principles.
- Support positive client outcomes by following internal compliance policies and procedures, including those relating to financial crime prevention (e.g. anti-money laundering, data protection, fraud, and anti-bribery).
- Stay informed of relevant developments in products, legislation, and technical guidance.
- Maintain the required level of professional competence for the role.
- Complete and accurately record ongoing continuing professional development (CPD).
Skills and Experience
- Holds a Level 4 Diploma (or equivalent qualification).
- Strong working knowledge of Microsoft Office applications, particularly Excel and Word.
- Effective written and verbal communication skills.
- Strong organisational and time management abilities.
- Professional and confident telephone manner.
- High level of accuracy and attention to detail.
- Good planning and coordination skills.
We are an equal opportunities employer and welcome applications from all suitably qualified individuals regardless of race, sex, disability, religion or belief, sexual orientation, or age.
Paraplanner (Pensions) in Birkenhead employer: Aimtech Recruitment Ltd
Contact Detail:
Aimtech Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions) in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss suitability assessments and cash flow models, as these are key in the paraplanning role.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you’ve maintained accuracy in past roles, especially when preparing reports or conducting research.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Paraplanner (Pensions) in Birkenhead
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience with client objectives, financial assessments, and any relevant qualifications like your Level 4 Diploma. We want to see how you fit into our team!
Showcase Your Skills: Don’t forget to emphasise your strong organisational skills and attention to detail. Mention your proficiency in Microsoft Office, especially Excel and Word, as these are key tools we use daily. Let us know how you’ve used these skills in past roles!
Be Clear and Concise: When writing your application, clarity is crucial. Use straightforward language and structure your thoughts logically. We appreciate well-organised applications that get straight to the point, so keep it professional yet personable!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Aimtech Recruitment Ltd
✨Know Your Stuff
Make sure you’re well-versed in the key responsibilities listed in the job description. Brush up on your knowledge of pensions, tax planning, and financial regulations. Being able to discuss these topics confidently will show that you’re serious about the role.
✨Prepare for Technical Questions
Expect questions that dive deep into your technical skills, especially around cash flow modelling and suitability assessments. Practise explaining complex concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients.
✨Showcase Your Attention to Detail
Since accuracy is crucial in this role, be ready to provide examples of how you ensure precision in your work. Discuss any tools or methods you use to double-check your findings, especially when preparing reports or conducting analyses.
✨Demonstrate Your Organisational Skills
Talk about how you manage your time and prioritise tasks, especially when dealing with multiple clients or deadlines. Share specific strategies you use to stay organised, as this will highlight your ability to handle the demands of the role effectively.