At a Glance
- Tasks: Support financial advisers with detailed analysis and high-quality reports for clients.
- Company: Fast-growing Independent Financial Planning firm with a collaborative culture.
- Benefits: Up to £50,000 salary, 25 days holiday, pension, and annual bonus.
- Other info: Friendly office environment with ongoing career development opportunities.
- Why this job: Join a respected firm and develop your career in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years' Paraplanning experience required.
The predicted salary is between 50000 - 50000 £ per year.
A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.
Key Responsibilities
- Analyse client information including fact finds, existing records and adviser meeting notes
- Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
- Support advisers in preparation for client meetings and reviews
- Analyse existing client portfolios and identify planning opportunities
- Research financial products and providers to support appropriate recommendations
- Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
- Attend client meetings alongside Financial Advisers when required
- Work closely with internal teams to ensure efficient processing and submission of business
- Keep up to date with regulatory developments and ensure compliance with industry standards
- Maintain relationships with product providers and platforms
- Contribute to internal investment discussions and committee activity
Requirements
- Minimum Level 4 Diploma in Financial Planning (essential)
- At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm
- Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
- Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
- Excellent attention to detail with strong written and verbal communication skills
- Professional, organised and solution-focused approach
- Strong team player able to work collaboratively within a technical team
- Based locally or within a reasonable commuting distance of Woking
What's on Offer
- Salary up to £50,000 (negotiable depending on experience)
- 25 days holiday + bank holidays
- Company pension
- Discretionary annual bonus
- Death in service (3x salary)
- Ongoing career development and support with further qualifications
- Friendly, professional and sociable office environment
If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long‑term career development. Apply today to find out more.
Paraplanner in Thames Ditton employer: Blakemore Recruitment
Join a highly regarded and fast-growing Independent Financial Planning firm in Thames Ditton, where you will thrive in a friendly and professional office environment. With a focus on employee growth, this role offers ongoing career development opportunities, a competitive salary of up to £50,000, and a comprehensive benefits package including a discretionary annual bonus and generous holiday allowance. Collaborate closely with experienced Financial Advisers on complex client cases, ensuring a rewarding and meaningful career path in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Thames Ditton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Thames Ditton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
