At a Glance
- Tasks: Support advisers by delivering high-quality research and analysis for financial planning.
- Company: Join a growing team in a dynamic financial planning environment.
- Benefits: Gain valuable experience, develop your skills, and contribute to positive client outcomes.
- Other info: Equal opportunities employer with a focus on professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma or equivalent, strong Excel and Word skills.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a detail-oriented and technically strong Financial Planning professional to join our growing team. This role plays a key part in supporting advisers by delivering high-quality research, analysis, and suitability reporting, ensuring clients receive clear, compliant, and well-structured financial advice. The successful candidate will combine strong technical knowledge with excellent organisational and communication skills, contributing to positive client outcomes while operating within a regulated environment.
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 cashflow 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 employer: Aimtech Recruitment
Join a dynamic and supportive team where your expertise as a Paraplanner will be valued and nurtured. Our company fosters a collaborative work culture that prioritises professional development, offering ongoing training and growth opportunities in the financial planning sector. Located in a vibrant area, we provide a stimulating environment that encourages innovation and excellence, ensuring you can make a meaningful impact while enjoying a fulfilling career.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a paraplanner role!
✨Tip Number 2
Show off your skills! Create a portfolio that highlights your research, analysis, and reporting abilities. Use real-life examples (while keeping client confidentiality) to demonstrate how you’ve contributed to positive outcomes in previous roles.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge and regulatory standards. Be ready to discuss how you ensure compliance and deliver clear, structured advice. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your technical knowledge and attention to detail.
Showcase Your Communication Skills:Since effective communication is key in this role, use clear and concise language in your application. Demonstrate your ability to convey complex information simply, as this will resonate well with us.
Be Organised:Keep your application neat and structured. Use bullet points for easy reading and ensure all documents are formatted correctly. This reflects your organisational skills, which are crucial for a Paraplanner.
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’s super easy!
How to prepare for a job interview at Aimtech Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability assessments and regulatory standards. Being able to discuss specific cases or examples will show that you’re not just familiar with the theory but can apply it in practice.
✨Master the Tech
Since this role requires strong skills in Microsoft Office, particularly Excel and Word, make sure you’re comfortable using these tools. Practise creating cashflow models or reports beforehand so you can demonstrate your technical prowess during the interview.
✨Communicate Clearly
Effective communication is key in this role. Prepare to articulate how you would handle client queries and present your findings. Practise explaining complex financial concepts in simple terms, as this will be crucial for client interactions.
✨Stay Organised
Showcase your organisational skills by discussing how you manage your time and prioritise tasks. You might want to prepare examples of how you’ve successfully handled multiple projects or deadlines in the past, as this will highlight your ability to thrive in a regulated environment.
