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- Tasks: Write reports and conduct research to support financial planners remotely.
- Company: Progressive financial planning firms offering a modern, supportive culture.
- Benefits: Fully remote role with a salary up to £50,000 and flexible working.
- Why this job: Gain autonomy while making a real impact in wealth management.
- Qualifications: Proven paraplanning experience and strong report-writing skills.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Burgh Recruitment is recruiting for an experienced Paraplanner on behalf of several progressive financial planning firms offering fully remote working. This is an excellent opportunity for a technically strong paraplanner seeking flexibility and autonomy.
Responsibilities:
- Writing suitability reports across pensions, investments and retirement planning
- Conducting technical research and cashflow modelling
- Supporting Financial Planners with client advice
- Ensuring compliance with FCA regulations
Candidate profile:
- Proven paraplanning experience ideally within an SJP Partner Practice / wealth management firm
- Diploma qualified or working towards
- Strong technical and report-writing skills
- Comfortable working remotely
Benefits:
- Fully remote role
- Up to £50,000 (DoE)
- Supportive, modern firms
Paraplanner in City of London employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. We can leverage platforms like LinkedIn to find potential leads and get referrals that could land us an interview.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech. We want to make sure we come across as polished and ready to tackle those technical questions about pensions and investments!
✨Tip Number 3
Showcase our skills! Create a portfolio of your suitability reports and cashflow models. This will not only highlight our technical expertise but also give us a chance to discuss our work during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed by the right people. Plus, we can keep track of our applications easily!
We think you need these skills to ace Paraplanner in City of London
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical skills and report-writing experience in your application. We want to see how your background aligns with the responsibilities of writing suitability reports and conducting research.
Tailor Your Application: Don’t just send a generic CV! Customise your application to reflect the specific requirements mentioned in the job description. We love seeing candidates who take the time to connect their experience with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and experience without wading through unnecessary fluff.
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 us during the process.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and retirement planning. Familiarise yourself with the latest FCA regulations and be ready to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Report-Writing Skills
Since writing suitability reports is a key part of the role, prepare examples of your past reports. Be ready to explain your thought process and how you ensure compliance while making complex information accessible for clients.
✨Demonstrate Remote Working Skills
As this is a fully remote position, highlight your experience working independently. Discuss tools and strategies you use to stay organised and communicate effectively with team members and clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firms you're interviewing with. This shows your genuine interest in their approach to financial planning and helps you assess if their culture aligns with your values.
