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For Companies At a Glance
- Tasks: Write detailed reports, conduct financial analysis, and support clients with tailored advice.
- Company: Join a respected firm known for its client-first approach and supportive culture.
- Benefits: Enjoy flexible hybrid work, enhanced time off, and early finish Fridays.
- Why this job: Make a real impact in a collaborative environment that values your expertise and growth.
- Qualifications: Experience in Paraplanning, strong communication skills, and technical knowledge of finance.
- Other info: This role offers exam support and champions professional progression.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Lead Recruitment Consultant (Midlands) – Paraplanner role for a respected firm of Independent Financial Planners. Based in the Midlands with flexible hybrid/remote work (2–3 days in office per month).
Job Title: Paraplanner
Location: Midlands (Flexible Hybrid/Remote – 2/3 days in office per month)
Are you a detail-oriented financial professional ready to advance your Paraplanning career? The client is a Birmingham and Market Harborough based practice known for a client‑first approach, supportive culture, and strong industry reputation. Following expansion, they seek an experienced Paraplanner to support advisers across private and corporate cases, leveraging technical knowledge in a dynamic environment.
What you’ll be doing
- Writing detailed, tailored suitability reports
- Conducting cash flow forecasting and financial analysis
- Researching providers, products, and solutions
- Collaborating with advisers and supporting clients with clarity and care
- Helping deliver holistic, solutions-based, high-quality advice in both private client and corporate benefits settings
Why join them
- Generous benefits package including enhanced time off, early finish Fridays, and protection policies
- Hybrid/remote and flexible setup supporting work-life balance
- A culture that values collaboration, professional respect, and individuality
- Champions of progression and exam support
What we’re looking for
- Paraplanning experience within a Financial Planning firm
- Confident communicator, written and verbal, with a client-focused mindset
- Strong technical knowledge of pensions, investments, and FCA regulations
If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact—we’d love to hear from you.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
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Paraplanner employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend local finance events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly around pensions and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of your past work in Paraplanning during interviews. Highlight how you’ve successfully supported advisers and contributed to client satisfaction, showcasing your detail-oriented approach.
✨Tip Number 4
Research the firm’s culture and values before your interview. Understanding their client-first approach and supportive environment will help you align your answers with what they’re looking for in a candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your skills in writing suitability reports, conducting financial analysis, and your technical knowledge of pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join this firm and how your background aligns with their client-first approach.
Highlight Relevant Experience: In your application, emphasise your previous roles in financial planning and any experience you have with cash flow forecasting and collaborating with advisers. Use concrete examples to demonstrate your capabilities.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Capio Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of pensions, investments, and FCA regulations. Be prepared to discuss specific examples from your experience that highlight your technical expertise.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about past situations where you had to conduct cash flow forecasting or write suitability reports, and be ready to explain your thought process.
✨Emphasise Your Client-Focused Mindset
The firm values a client-first approach, so be sure to convey your commitment to providing high-quality advice. Share examples of how you've successfully collaborated with advisers and supported clients in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support for professional development, and their approach to collaboration. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
