At a Glance
- Tasks: Support a Financial Adviser with research, report writing, and client reviews.
- Company: Respected financial planning business with a supportive team environment.
- Benefits: Hybrid working, career progression, and exposure to complex cases.
- Other info: Join a dynamic team and enjoy ongoing development opportunities.
- Why this job: Enhance your skills while making a real impact in financial planning.
- Qualifications: 2+ years of paraplanning experience and Level 4 Diploma or working towards it.
The predicted salary is between 35000 - 45000 £ per year.
About the Role
Hybrid Working - Up to 4 Days Working From Home
We are looking for an experienced Paraplanner to join our growing financial planning team. The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions.
Key Responsibilities
- Research and analyse financial products and providers, producing suitability reports and recommendations
- Conduct annual client reviews, including research and analysis where appropriate
- Monitor investment funds and ensure recommendations align with client objectives and risk profiles
- Review product changes and provide technical support to the Financial Adviser
- Attend adviser meetings and provide technical input on client cases
- Prepare documentation using approved templates and processes
- Obtain pre‑approvals for different types of business and ensure compliance requirements are met
- Maintain accurate records and support efficient back‑office processes
About You
- Experienced Paraplanner with at least 2 years' report‑writing experience
- Level 4 Diploma qualified or working towards qualification
- Strong knowledge of pensions, investments, protection, trusts, and personal taxation
- Excellent analytical, problem‑solving, and communication skills
- Highly organised with strong attention to detail
- Proficient in Microsoft Office; experience with financial planning software is desirable
- Able to work independently and manage priorities effectively
What We Offer
- Hybrid working with up to 4 days from home
- Close working relationship with a dedicated Financial Adviser
- Exposure to complex financial planning cases
- Supportive and professional team environment
- Ongoing development and career progression opportunities
This is a fantastic opportunity for an experienced Paraplanner to join a respected financial planning business and play a key role in supporting adviser and client success.
Paraplanner - Hybrid Working employer: Brevere Group
Join a respected financial planning business that values your expertise and offers a supportive team environment. With hybrid working options allowing up to four days from home, you will have the flexibility to balance your professional and personal life while engaging in complex financial planning cases. We are committed to your ongoing development and career progression, making this an excellent opportunity for experienced Paraplanners seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid Working
✨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 Brevere Group. 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 - Hybrid Working
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 Brevere Group.
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 Brevere Group'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 Brevere Group
✨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 Brevere Group.
✨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 Brevere Group 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 Brevere Group 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.
