Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Write Financial Planning Reports and support Planners with client research.
- Company: Rapidly expanding national IFA brand with a friendly team culture.
- Benefits: 25 days holiday, e-discounts, electric car scheme, and life assurance.
- Other info: Flexible work environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial advice and strong report writing skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Paraplanner to join their Droitwich Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements
- Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
Paraplanner in Droitwich employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Droitwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Be ready to discuss how you’ve supported planners in the past and how you can bring value to the team. Practice makes perfect!
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight your ability to manage workloads and maintain accurate client records. Use examples from your experience to demonstrate how you keep everything compliant and well-presented.
✨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 and engaged with our brand.
We think you need these skills to ace Paraplanner in Droitwich
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 financial advice and report writing, as this is what we’re really looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past work to show how you’ve provided high-quality support and excellent client service. We love a good story!
Be Professional Yet Friendly: Remember, we want someone who’s not only professional but also friendly. Let your personality shine through in your application while maintaining a professional tone.
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 don’t miss out on any important updates!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around products and legislation. Being able to discuss recent changes or trends in the financial sector will show that you're not just a candidate, but someone who’s genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since writing Financial Planning Reports is a key part of the role, prepare a few examples of your previous work. Be ready to discuss your approach to report writing and how you ensure accuracy and compliance in your documents.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners, so highlight your teamwork skills. Share examples of how you've successfully collaborated with others in past roles, and how you can contribute positively to their team dynamic.
✨Be Ready for Client Scenarios
Prepare for questions about client interactions. Think of scenarios where you’ve handled client queries or provided support. This will help demonstrate your outstanding communication skills and your ability to manage client relationships effectively.