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- Tasks: Support Financial Advisers and work on complex client cases in a collaborative environment.
- Company: Well-established, independent financial planning firm with rapid growth.
- Benefits: Competitive salary, hybrid working, 28 days leave, and private medical insurance.
- Why this job: Join a friendly team and develop your career while making a real impact.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, with strong analytical skills.
- Other info: Ongoing professional development and exam support available.
The predicted salary is between 35000 - 55000 £ per year.
We’re working with a well-established, independent financial planning firm that’s growing rapidly and looking for a talented Paraplanner to join their team. This is a fantastic opportunity to support experienced Financial Advisers, work on complex client cases, and develop your career in a friendly, collaborative environment.
The Role:
As a Paraplanner, you’ll play a key role in ensuring clients receive professional, compliant, and seamless financial advice. You’ll prepare technical reports, conduct research, and provide analysis across investments, pensions, protection, and tax planning.
What You’ll Do:
- Prepare detailed financial planning reports and recommendations in line with regulatory standards.
- Conduct in-depth research and analysis on financial products.
- Support advisers with financial plans, including cashflow modelling and scenario analysis.
- Maintain accurate client records and ensure compliance.
- Liaise with advisers, providers, and clients to implement recommendations efficiently.
What We’re Looking For:
- Level 4 Diploma in Financial Planning (DipPFS) or working towards completion.
- Strong technical knowledge of investments, pensions, and protection products.
- Excellent analytical, written, and numerical skills.
- Proficiency with financial planning software such as CashCalc and FE Analytics.
- Organised, proactive, and able to manage multiple priorities.
Why This Role Is Great:
- Competitive salary: £35,000–£55,000
- Hybrid/flexible working options - 2/3 days in office
- 28 days annual leave + bank holidays
- Private medical insurance & death in service cover
- Ongoing professional development and exam support
- Friendly, supportive, and collaborative team environment
If you’re an ambitious Paraplanner ready to take your career to the next level, apply today.
Paraplanner - Northampton employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss investments, pensions, and protection products. We want you to shine when they ask about your experience with financial planning software!
✨Tip Number 3
Showcase your analytical skills during interviews. Bring examples of how you've tackled complex client cases or prepared detailed financial reports. This will demonstrate your ability to support advisers effectively.
✨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 are proactive about their job search.
We think you need these skills to ace Paraplanner - Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have with financial products. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Analytical Skills: Since this role involves a lot of research and analysis, make sure to showcase your analytical skills in your application. Mention specific tools or software you've used, like CashCalc or FE Analytics, to demonstrate your technical knowledge.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of investments, pensions, and protection products. Be ready to discuss specific cases or scenarios where you've applied this knowledge, as it shows you're not just book-smart but also practical.
✨Showcase Your Skills
Prepare to demonstrate your analytical and numerical skills during the interview. You might be asked to solve a problem or analyse a financial scenario, so practice explaining your thought process clearly and confidently.
✨Familiarise with Financial Software
Since proficiency in financial planning software like CashCalc and FE Analytics is key, make sure you’re comfortable discussing how you’ve used these tools in the past. If you have any examples of reports or analyses you've created, bring them along to showcase your experience.
✨Ask Insightful Questions
Interviews are a two-way street, so prepare some thoughtful questions about the firm’s approach to financial planning and team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
