Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team as a Hybrid Paraplanner, handling client paperwork and providing research support.
- Company: An established financial advisory firm offering independent advice since the 1990s.
- Benefits: Enjoy hybrid working with two days from home and a competitive salary up to £50,000.
- Why this job: Be part of a collaborative culture, enhancing your skills while making a real impact on clients' financial futures.
- Qualifications: Minimum 5 years in paraplanning, Level 4 qualification, and experience with HNW private clients required.
- Other info: Opportunity for continuous professional development and training within a supportive team environment.
The predicted salary is between 30000 - 70000 £ per year.
Our client has been providing independent financial advice to individual and corporate clients since the 1990s. Due to ongoing success, they require a further Paraplanner. This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
- Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
- To provide research support and solutions to the Financial Planning team.
- Preparation of compliant advice reports, letters, and recommendations.
- Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
- Ensure all recommendations meet with company standards.
- Complete calculations such as carry forward, Inheritance Tax, CGT etc.
- Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
- Attendance at client meetings with the adviser - completing the detailed meeting file note.
- Preparation and presentation to clients of cash flow models using Voyant software.
- Assisting with the preparation/review of compliance documentation.
- Attend weekly task meetings with advisers to provide updates on ongoing cases.
- Bi-weekly Team meetings to review and agree priorities and workloads.
- Peer review and assisting with training of trainee team members.
- Completion of own CPD within an agreed Training & Competence programme.
- Improvement of own knowledge and skills on a continual basis via professional qualifications.
- Assisting the financial planning administrator as needed and in consideration of a risk-based approach (i.e., more complex cases will need more experienced intervention).
- This will involve various tasks such as:
- Liaising directly with clients and product providers.
- Seeing new business through to completion.
- LOA research and resulting reporting.
- Dealing with client queries and post-meeting tasks.
- Ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.
Desired Skills and Experience
- Minimum 5 years working experience in a similar paraplanning role.
- Have a 'Can-do' attitude.
- Salary up to £50,000, this however is negotiable dependent on experience.
- Minimum Level 4 qualification.
- Prior experience working as a paraplanner for HNW private clients.
- Using a range of software including Outlook, Word, Excel, Xplan, PowerPoint.
- A strong working knowledge of Voyant (cash flow modelling tool).
- The ability to manage own time and work to deadlines.
- Hybrid working, two from home.
Hybrid Paraplanner employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Paraplanner
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, especially Voyant for cash flow modelling. Being able to demonstrate your proficiency in this tool during interviews can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who work as paraplanners. Attend relevant events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've successfully managed complex cases and provided tailored solutions, as this is a key requirement for the role.
✨Tip Number 4
Showcase your 'Can-do' attitude by preparing questions that reflect your enthusiasm for the role and the company. This will not only demonstrate your interest but also your proactive approach to problem-solving.
We think you need these skills to ace Hybrid Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning, especially with high-net-worth clients. Emphasise your familiarity with software like Voyant and your ability to manage compliance documentation.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your 'Can-do' attitude and experience in preparing compliant advice reports.
Showcase Relevant Experience: When detailing your work history, focus on your responsibilities that relate directly to the role. Highlight your experience in client meetings, research support, and preparation of financial documents.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the paraplanning field.
How to prepare for a job interview at Cameron James
✨Showcase Your Experience
Make sure to highlight your relevant experience in paraplanning, especially with high-net-worth clients. Be prepared to discuss specific cases where you provided valuable insights or solutions, as this will demonstrate your capability and understanding of the role.
✨Familiarise Yourself with Software
Since the role requires proficiency in tools like Voyant for cash flow modelling, ensure you are comfortable discussing your experience with these software applications. If possible, bring examples of how you've used them effectively in past roles.
✨Prepare for Technical Questions
Expect questions related to financial calculations such as Inheritance Tax and CGT. Brush up on these topics and be ready to explain your thought process when approaching complex financial scenarios.
✨Demonstrate Team Collaboration
This position involves liaising with various teams, so be prepared to discuss how you have successfully worked within a team environment. Share examples of how you’ve contributed to team meetings or supported colleagues in achieving common goals.
