At a Glance
- Tasks: Support financial planning by analysing client needs and developing tailored strategies.
- Company: Join a trusted firm dedicated to helping clients achieve their financial goals.
- Benefits: Enjoy 23 days holiday, wellbeing support, and a strong focus on professional development.
- Other info: Collaborative office culture with regular social events and career progression opportunities.
- Why this job: Make a real impact in financial planning while growing your technical expertise.
- Qualifications: 1 year of paraplanning experience and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
Paraplanner
Working Hours: 37.5-hour working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch break
The Role
Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice.
They pride themselves on the quality of their advice, superior client outcomes, and building a strong, successful business founded on trust and professionalism.
They are seeking a Paraplanner to support the delivery of high-quality, client-focused financial planning.
You will work closely with advisers to develop, maintain and evolve lifetime financial strategies for clients.
This role goes beyond traditional report writing, contributing directly to the design, analysis, and ongoing refinement of financial plans.
The ideal candidate will be genuinely focused on paraplanning and technical financial planning, with no desire to move into an adviser role.
You will be instrumental in developing advice alongside the adviser rather than simply taking instructions and producing reports.
You will be expected to bring your own technical expertise and judgement to the planning process, becoming a trusted point of reference for complex technical queries and challenging client scenarios.
This role may also involve supporting or conducting client meetings in the advisers absence, where appropriate, and providing technical input across more complex areas of financial planning.
Key Responsibilities
- Financial Planning & Strategy
- Analyse client circumstances, objectives and financial position to support the development of holistic financial plans
- Contribute to the design of planning strategies across accumulation, decumulation and protection
- Support advisers in creating sustainable, long-term financial plans aligned to client goals
- Take an active role in designing recommendations alongside advisers, using your own technical knowledge and judgement
- Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
- Provide technical input on complex planning scenarios and act as a trusted technical resource within the team
- Research and Analysis
- Conduct detailed research across investments, pensions, protection and tax planning solutions
- Compare providers, products, charges and outcomes to support suitable recommendations
- Maintain a strong understanding of market developments, legislation and best practice planning approaches
- Research and provide technical guidance on more complex areas, including Trusts, Business Relief (BR) qualifying investments, VCTs and evolving pension legislation
- Suitability & Report Writing
- Prepare high-quality, compliant and client-friendly suitability reports
- Clearly articulate the rationale behind recommendations in a way that supports client understanding and confidence
- Ensure consistency, accuracy and clarity across all written outputs
- Use your technical understanding to challenge, develop and strengthen recommendations where appropriate, rather than simply documenting adviser instructions
- Ongoing Planning Support
- Support ongoing client reviews by analysing progress against financial plans and identifying required adjustments
- Assist advisers in updating strategies in response to client needs, legislative changes or market conditions
- Contribute to maintaining long-term client relationships through consistent, high-quality planning support
- Support or conduct client meetings in the advisers absence where appropriate
- Compliance and Quality Assurance
- Ensure all work adheres to FCA regulations and internal compliance standards
- Maintain accurate, complete and well-documented client files
- Support internal quality checks and respond to compliance feedback where required
- Keep up to date with changes in financial services legislation and ensure technical recommendations remain compliant and appropriate
- Collaboration & Client Experience
- Work closely with advisers, paraplanners and adviser support teams to ensure a smooth and efficient advice process
- Support the preparation for client meetings and follow-up actions where required
- Help ensure clients receive a clear, professional and consistent experience throughout their journey
- Act as a go-to person for complex technical queries and support colleagues with your specialist knowledge
Requirements
Essential
- Minimum 1 year experience in a genuine paraplanning or technical financial planning role
- Demonstrable experience of actively contributing to the design and development of financial advice alongside an adviser, rather than primarily carrying out administrative duties
- Strong understanding of financial planning principles, including pensions, investments and protection
- Strong technical knowledge and the confidence to research, analyse and provide solutions to complex financial planning queries
- Excellent analytical and research skills
- High attention to detail and commitment to quality
- Strong written communication skills with the ability to simplify technical concepts for clients
- Ability to produce clear, accurate and compliant suitability reports
- Strong understanding of FCA compliance requirements and internal standards
- Proficient in Microsoft Office and Outlook
- Strong team and cultural fit
- A genuine long-term interest in developing as a technical paraplanner, rather than progressing into an adviser role
Desirable
- Diploma in Regulated Financial Planning (or working towards)
- Experience with cashflow modelling and financial planning tools
- Knowledge of tax planning and long-term financial strategy design
- Knowledge or experience of Trusts, Business Relief (BR) qualifying investments, VCTs and complex pension planning
- Experience using Intelligent Office / Intelliflo
- Personal Attributes
- Personable, professional and team-oriented
- Willingness to learn and contribute
- Highly presentable with strong interpersonal skills
- Confident in discussing complex technical matters and able to communicate effectively with advisers and clients
- Proactive and able to use your own initiative when developing financial planning solutions
- Ideally looking for a long-term career specialising in paraplanning and technical financial planning
- Ideally living within a 10-mile radius / 1520 minute commute
- Whats in It For You
- 23 days holiday plus bank holidays, increasing after 2 years service (+1 day in year 3 and +1 day in year 4)
- Fully office-based role with a strong in-office learning culture and collaboration
- Regular staff social events
- Monthly external coach/counsellor visits for wellbeing support
- Staff wellbeing and challenge app with rewards system (vouchers; approx. £150£200 tax-free rewards before Christmas)
- Pension scheme: 5% employer contribution, minimum 3% employee contribution
- Life cover/death in service at approximately 1x salary
- No private medical insurance for general staff
- Strong emphasis on development, progression and merit-based growth culture
- Discretionary / ad hoc bonuses
- #J-18808-Ljbffr
Paraplanner in Burnham-on-Sea employer: CityJobs.com
Our client in Burnham-on-Sea is an exceptional employer, offering a supportive and collaborative work environment where paraplanners can thrive. With a strong emphasis on professional development, employees benefit from ongoing training, regular wellbeing support, and a culture that values merit-based growth. The company also provides generous holiday allowances and a range of employee perks, making it an attractive place for those seeking a fulfilling career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Burnham-on-Sea
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CityJobs.com. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CityJobs.com.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CityJobs.com. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Burnham-on-Sea
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CityJobs.com and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CityJobs.com how you can be a team player!
How to prepare for a job interview at CityJobs.com
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CityJobs.com.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CityJobs.com's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
