Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare financial reports and conduct research for client projects.
- Company: Join the fastest growing wealth management brand in the UK.
- Benefits: Competitive salary, career growth, and a supportive work environment.
- Other info: Dynamic team atmosphere with opportunities for professional development.
- Why this job: Advance your financial planning career with a respected firm.
- Qualifications: Experience in paraplanning and strong analytical skills.
The predicted salary is between 35000 - 45000 £ per year.
We are recruiting for experienced Paraplanners for our award-winning wealth management client. They are currently looking to recruit at their Harrogate offices. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients.
Responsibilities
- Preparation of reports for clients on financial planning matters
- Undertake research as required for specific projects
- Preparing suitability reports on behalf of the adviser
- Obtaining quotations and other relevant literature to accompany client reports
- Preparation of packs for meetings with clients including investment valuations
- Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems
Opportunity
If you would like to further your financial planning career with one of the most respected firms out there and have the skills to match, please apply today.
How to apply
Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.
Technical Paraplanner employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial planning concepts confidently and relate them to real-world scenarios. We want you to shine when it comes to showcasing your skills!
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email to express your continued interest can keep you on their radar and show that you're genuinely keen on the role.
✨Tip Number 4
Check out our website for the latest job opportunities. We’re always updating our listings, and applying directly through us can give you a better chance of landing that Technical Paraplanner role. Let’s get you that dream job!
We think you need these skills to ace Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience in preparing reports and conducting research, as these are key responsibilities for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our client's needs. Keep it concise but impactful.
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in wealth management or paraplanning. Specific examples of your work will help us see your potential.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with one of the fastest-growing firms in the UK.
How to prepare for a job interview at Asset Recruit
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the specifics of paraplanning. Familiarise yourself with the types of reports you'll be preparing and the research methods used in the industry. This will show your potential employer that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Tailor Your Examples
When discussing your experience, use specific examples that relate directly to the responsibilities listed in the job description. Talk about your past work with client reports, suitability reports, or any relevant projects. This helps the interviewer see how your skills align with their needs.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s approach to wealth management or their client review process. This demonstrates your genuine interest in the role and gives you a chance to assess if the company is the right fit for you.
✨Show Your Passion
Let your enthusiasm for financial planning shine through during the interview. Share why you’re excited about the opportunity to work with a leading firm and how you envision growing your career in this field. A positive attitude can make a lasting impression!