At a Glance
- Tasks: Support Advisers with research and technical case work in financial planning.
- Company: Respected national firm of Chartered Financial Planners in Leicester.
- Benefits: Career progression, full study support, and a collaborative work environment.
- Other info: Great opportunity for ambitious individuals seeking long-term development.
- Why this job: Join a dynamic team and advance your career in financial planning.
- Qualifications: 1+ years experience and strong technical knowledge in finance.
The predicted salary is between 36000 - 60000 £ per year.
Leading Chartered Independent Financial Planning Firm
We’re working with a respected national firm of Chartered Financial Planners who are looking for an experienced Paraplanner to join their Leicester office. In this role, you’ll support Advisers with research, suitability reports, and technical case work across pensions, investments, and protection. You’ll ensure client files are accurate, new business is processed smoothly, and compliance standards are maintained. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to progress further, with full support towards qualifications and long-term career development.
What we’re looking for:
- 1+ years experience in a Paraplanning or similar role
- Diploma qualified or working towards
- Strong technical knowledge (pensions, investments, tax, retirement planning)
- Excellent report writing, organisational and IT skills
What’s on offer:
- Career progression with a Chartered firm
- Full study support towards further exams
- Collaborative and professional working environment
If you’re an ambitious Paraplanner looking to take the next step, we’d love to hear from you.
Paraplanner employer: Brevere Group
Join a leading Chartered Independent Financial Planning Firm in Leicester, where you will thrive in a collaborative and professional environment. With a strong focus on career progression and full study support for further qualifications, this role offers an excellent opportunity for ambitious Paraplanners to enhance their technical skills while contributing to meaningful financial planning solutions for clients.
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, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for opportunities at top Chartered firms. Tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in Paraplanning or similar roles. We want to see how your skills align with the technical aspects of financial planning, especially in pensions and investments.
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 your qualifications make you a great fit for our team. Don’t forget to mention your career aspirations!
Showcase Your Technical Knowledge:In your application, demonstrate your strong technical knowledge in areas like tax and retirement planning. We love seeing candidates who can articulate their understanding of these concepts clearly.
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 from our team!
How to prepare for a job interview at Brevere Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax. Being able to discuss these topics confidently will show that you're not just a candidate, but a knowledgeable professional ready to support Advisers.
✨Showcase Your Report Writing Skills
Since report writing is key in this role, prepare a few examples of your previous work. Be ready to discuss how you approach writing suitability reports and what makes them effective. This will demonstrate your attention to detail and organisational skills.
✨Understand Compliance Standards
Familiarise yourself with compliance standards relevant to the financial planning industry. Be prepared to discuss how you ensure client files are accurate and how you handle new business processing while maintaining these standards.
✨Express Your Ambition
This role offers great career progression, so don’t shy away from expressing your ambitions. Talk about your goals and how you see yourself growing within the firm. Showing that you're eager to learn and develop will resonate well with the interviewers.
