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- Tasks: Support advisers by preparing compliant reports and conducting in-depth financial research.
- Company: Join a forward-thinking financial planning team focused on client success.
- Benefits: Enjoy competitive bonuses, generous holidays, and a supportive healthcare plan.
- Other info: Work in a vibrant environment with opportunities for career growth and well-being.
- Why this job: Make a real impact on clients while developing your financial expertise in a collaborative setting.
- Qualifications: Experience in paraplanning and strong knowledge of financial regulations required.
The predicted salary is between 35000 - 45000 £ per year.
Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.
Responsibilities
- Preparing clear and compliant suitability reports tailored to client circumstances
- Conducting research across pensions, investments, protection, and tax planning
- Analyzing client data and risk profiles to inform advice strategies
- Collaborating with advisers to refine recommendations and clarify client needs
- Ensuring all advice meets FCA requirements and internal compliance standards
- Supporting advisers with technical input and evidence-based solutions
- Explaining our approach to financial advice and ensuring clients understand recommendations
- Contributing to process improvements and maintaining high governance standards
Qualifications
- Experience in a paraplanning role producing accurate, compliant reports
- Strong knowledge of pensions, investments, protection, and tax planning
- Awareness of FCA regulations, including COBS and Consumer Duty principles
- Ability to interpret client data and communicate technical concepts clearly
- Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
- Proven ability to build rapport with advisers and clients
- Exposure to cashflow modelling and standard planning scenarios
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable
Benefits
- The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
- Generous pension contribution
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice (permanent employees only)
- Discounts on our own products and at a range of high-street stores and online
- Well-designed workspaces designed to enhance collaboration and wellbeing
Paraplanner employer: Banner Life Family of Companies
Contact Detail:
Banner Life Family of Companies Recruiting Team
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, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of FCA regulations and compliance standards. We want you to feel confident discussing how you can ensure advice meets these requirements while supporting advisers with technical input.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you’ve interpreted client data and developed tailored advice strategies in the past. We love seeing candidates who can clearly communicate complex concepts.
✨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’re always on the lookout for passionate individuals who want to make a real impact in financial planning.
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 experience in producing compliant reports and your knowledge of pensions, investments, and tax planning. We want to see how your skills align with what we’re looking for!
Showcase Your Technical Skills: Don’t forget to mention your proficiency with financial planning tools and CRM systems like Intelligent Office. We love seeing candidates who can clearly communicate technical concepts, so give us examples of how you've done this in the past.
Demonstrate Compliance Knowledge: Since compliance is key in our industry, make sure to highlight your awareness of FCA regulations and how you’ve applied them in your previous roles. This will show us that you understand the importance of adhering to standards while providing advice.
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 directly and ensures you don’t miss out on any important updates about your application status!
How to prepare for a job interview at Banner Life Family of Companies
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and tax planning. Being able to discuss these topics confidently will show that you're well-prepared and understand the core responsibilities of a Paraplanner.
✨Familiarise Yourself with FCA Regulations
Understanding FCA regulations, including COBS and Consumer Duty principles, is crucial. Be ready to discuss how these regulations impact your work and how you ensure compliance in your reports and recommendations.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to analyse client data and risk profiles. You might be asked to walk through a scenario or case study, so practice explaining your thought process clearly and logically.
✨Build Rapport
Since collaboration with advisers is key, think about how you can build rapport during the interview. Share examples of how you've successfully worked with others in the past and how you approach communication with clients to ensure they understand your recommendations.