Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare reports and conduct research to support financial advice.
- Company: Join a collaborative firm in Sutton Coldfield with a proactive team.
- Benefits: Competitive salary, supportive environment, and opportunities for growth.
- Why this job: Make a real impact in financial planning while building strong client relationships.
- Qualifications: 2+ years of paraplanning experience and solid technical knowledge required.
- Other info: Dynamic role with a focus on accuracy and compliance under deadlines.
The predicted salary is between 30000 - 40000 £ per year.
Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.
Paraplanner responsibilities:
- Prepare compliant suitability reports across pensions, investments, protection, and tax.
- Conduct research and analysis to support quality financial advice.
- Collaborate with advisers and clients to build strong relationships.
- Manage a varied caseload with accuracy and efficiency.
- Maintain high technical and compliance standards under tight deadlines.
The ideal candidate will have:
- At least 2 years’ paraplanning experience in a financial planning environment.
- Solid technical knowledge of pensions, investments, and tax planning.
- Confident using case management and planning systems.
- Excellent communication and attention to detail.
- Strong ability to manage multiple tasks and deadlines.
If you are an experienced Paraplanner, looking for a new challenge, get in touch now!
Paraplanner employer: Bell Cornwall
Contact Detail:
Bell Cornwall 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 let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of pensions, investments, and tax planning. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your attention to detail during the interview process. Bring along examples of your previous suitability reports or case studies that highlight your ability to manage a varied caseload accurately. This will demonstrate your skills and commitment to high standards.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and technical knowledge. We want to see how your skills align with the responsibilities mentioned in the job description, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our collaborative team. Keep it concise but impactful.
Showcase Your Attention to Detail: Since we’re looking for someone detail-focused, make sure your application is free from typos and errors. A polished application reflects your professionalism and commitment to high standards.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Bell Cornwall
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and tax planning. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Attention to Detail
Since the role requires high accuracy and compliance standards, prepare examples that highlight your attention to detail. You could mention a time when your thoroughness prevented a potential issue or improved a process.
✨Demonstrate Your Collaborative Spirit
This firm values teamwork, so think of instances where you've successfully collaborated with advisers or clients. Share how you built strong relationships and contributed to a positive team environment.
✨Manage Your Time Wisely
With the need to handle multiple tasks under tight deadlines, be prepared to discuss your time management strategies. You might want to share a specific example of how you prioritised tasks effectively in a busy period.
