Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers by preparing recommendations and producing suitability reports.
- Company: Join a growing team in a reputable financial services firm.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong communication skills and attention to detail are essential.
- Other info: Opportunity for career advancement in a dynamic and collaborative setting.
The predicted salary is between 28800 - 48000 £ per year.
Our client is currently seeking an individual to join their established team due to continued growth and success.
Role Overview: In this role, you will collaborate closely with Financial Advisers and fellow Paraplanners to provide comprehensive support in preparing recommendations and producing suitability reports. Your responsibilities will encompass implementing recommendations, reviewing clients' financial situations, and maintaining meticulous records. Upholding professional standards and adhering to FCA regulations will be paramount.
Key Responsibilities:
- Efficiently address client queries and external communications, maintaining a clear and concise record of interactions.
- Gather and organize client information in alignment with the 'know your client' principle and ensure compliance documentation accuracy.
- Liaise with Financial Advisers to understand client objectives and compile financial planning reports.
- Identify planning opportunities, propose tailored solutions, and assess investment portfolios and risk profiles.
- Source and analyse information, quotes, and product details for comprehensive comparisons.
- Draft suitability letters and reports for review by Senior Paraplanner and Financial Adviser, adhering to company policies.
Collaborate in administrative tasks such as new...
Paraplanner in England employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work as Financial Advisers or Paraplanners. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial planning principles. We want you to shine when discussing how you can support Financial Advisers and clients alike!
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, bring examples of how you've efficiently managed client information and communications in the past. It’ll set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner role, and we’re here to support you every step of the way.
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight any relevant experience in financial planning, client communication, and report drafting to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our team. Keep it concise but engaging!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy in financial documentation.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us!
How to prepare for a job interview at Burton Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the role of a Paraplanner inside out. Familiarise yourself with FCA regulations and the 'know your client' principle. This will not only help you answer questions confidently but also show that you're serious about the position.
✨Showcase Your Communication Skills
Since you'll be addressing client queries and liaising with Financial Advisers, it's crucial to demonstrate your communication skills. Prepare examples of how you've effectively communicated complex information in the past, whether in written reports or verbal discussions.
✨Be Ready to Discuss Compliance
Compliance is key in this role, so be prepared to discuss how you ensure accuracy in documentation and adherence to regulations. Think of specific instances where you've maintained meticulous records or navigated compliance challenges successfully.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for financial planning, or how they measure success in the Paraplanner role. This shows your genuine interest and helps you assess if the company is the right fit for you.
