At a Glance
- Tasks: Support Advisers with research and report writing in a collaborative environment.
- Company: A growing independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, generous holiday, health cash plan, and study leave for qualifications.
- Other info: Great career progression opportunities and full exam funding available.
- Why this job: Join a close-knit team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner or Senior IFA Administrator with strong pensions knowledge.
The predicted salary is between 40000 - 45000 £ per year.
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm. This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.
In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in ensuring the end to end advice process runs smoothly for clients.
Responsibilities- Preparing accurate and compliant suitability reports
- Undertaking detailed product research and financial analysis
- Supporting Advisers with client review packs and case preparation
- Managing post meeting actions, liaising with providers and obtaining outstanding information
- Ensuring files meet compliance and internal documentation standards
This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond.
Requirements- Essential: Experience as a Paraplanner or Senior IFA Administrator
- Essential: Strong pensions and investments knowledge
- Essential: Experience writing suitability reports
- Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it)
- Desirable: Experience using financial planning software or cashflow tools
A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly.
Benefits- Salary typically in the region of £40,000 - £45,000 depending on experience
- Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion
- 4x DIS, 2x critical illness, health cash plan
- Free car parking available on site
- Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
- Office-based with some flexibility depending on experience
- Supportive working environment with long term progression opportunities
Location: Ideal for candidates within commuting distance of Meriden.
Financial Planning Paraplanner. Job in Coventry Move Collective Jobs employer: Broughton Group
Join a well-established and growing independent financial planning firm in Coventry, where you will thrive in a supportive office culture that prioritises employee development and collaboration. With competitive salaries, comprehensive benefits including study leave for professional qualifications, and a commitment to fostering long-term career progression, this is an excellent opportunity for those looking to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Paraplanner. Job in Coventry Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one in Coventry. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves pensions and investments, make sure you can discuss these topics confidently. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your suitability reports or any research you've done. This will demonstrate your expertise and give them a taste of what you can bring to their team.
✨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 eager to join our supportive environment.
We think you need these skills to ace Financial Planning Paraplanner. Job in Coventry Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience with suitability reports, pensions, and investments. 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 – we love a personal touch!
Showcase Your Technical Skills:Since this role involves detailed research and analysis, be sure to mention any relevant software or tools you’ve used. We’re keen on candidates who can hit the ground running, so let us know what you bring to the table!
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. Plus, we love seeing applications come in through our own channels!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and suitability report writing. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Paraplanner or Senior IFA Administrator. Highlight any relevant projects you've worked on, especially those involving detailed research and compliance standards, as this will demonstrate your capability in the role.
✨Ask Smart Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the firm but also helps you gauge if it’s the right fit for you.
✨Demonstrate Team Spirit
Since the role involves working closely with Advisers and a support team, be sure to express your enthusiasm for collaboration. Share examples of how you've successfully worked in a team environment and contributed to achieving common goals.
