At a Glance
- Tasks: Prepare suitability reports and collaborate with Financial Advisers to enhance client outcomes.
- Company: Established Independent Financial Services Group based in the Midlands.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Flexible work environment with a focus on continuous learning.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 2-5 years in financial planning and Level 4 qualification or higher.
The predicted salary is between 40000 - 40000 £ per year.
Are you an experienced Paraplanner looking for a new opportunity within an established financial planning practice? Our client is an Independent Financial Services Group Practice, established in 2003 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.
The Role
As a Paraplanner, you will play an important role in preparing robust suitability reports and review letters, carrying out technical research, and working closely with Financial Advisers to help deliver the best possible outcomes for clients. You will also contribute to the continued improvement of processes and assist the wider team as your knowledge and experience develop. You will support the wider adviser team, currently consisting of four Financial Advisers. The paraplanning team includes a Paraplanner and Senior Paraplanner, with the Operations Manager providing additional support when required. The workload can vary, but you will typically complete approximately 1-2 suitability reports per week, alongside preparing review letters. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.
Key Responsibilities
- Preparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysis
- Working closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriate
- Carrying out product, fund and provider research to support suitable client recommendations
- Supporting with the submission of more complex new business cases, such as VCTs
- Ensuring all compliance, internal business and provider documentation is completed and recorded on the back-office system
- Completing work in line with company policies, procedures, compliance standards and legislative requirements
- Liaising effectively with colleagues, product providers and third parties
- Supporting the wider Support Team, including providing assistance or training where needed
- Continuing to build your technical knowledge and understanding of financial planning advice
- Carrying out reasonable ad-hoc duties as required by the company
Requirements
Essential
- 2-5 years' experience within the financial planning industry, including at least 2 years' experience in paraplanning
- Working towards or already holding a Level 4 qualification in Financial Planning, or higher
- A strong understanding of financial planning processes, compliance requirements and the importance of clear audit trails
- Confidence using Microsoft Office and relevant financial planning systems
- The ability to prioritise and manage your own workload, using your initiative with minimal supervision
- Clear, concise writing skills and excellent attention to detail
- Strong interpersonal skills and the ability to work well as part of a team
- A flexible, organised approach and the ability to manage multiple priorities
- A proactive attitude towards learning, development and improving the client experience
Desirable
- Experience using FE Analytics, Dynamic Planner, Intelliflo, 4Admin, Cashcalc and Selectapension would be advantageous
What’s In It For You
Competitive salary of £30,000 - £40,000 per annum, depending on experience and level of responsibility.
Paraplanner in Nottingham employer: Cameron Clarke Associates t/a talent-finder
Cameron Clarke Associates is an excellent employer for aspiring engineers, offering a dynamic work environment in Braintree where innovation meets collaboration. With a strong focus on professional development, employees benefit from hands-on experience and mentorship from seasoned professionals, alongside competitive salaries and generous holiday allowances. The supportive culture encourages growth and creativity, making it an ideal place for those looking to build a rewarding career in mechanical design.
Contact Details:
Cameron Clarke Associates t/a talent-finder Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Nottingham
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We think you need these skills to ace Paraplanner in Nottingham
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.
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How to prepare for a job interview at Cameron Clarke Associates t/a talent-finder
✨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 Cameron Clarke Associates t/a talent-finder.
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