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For Companies At a Glance
- Tasks: Provide high-level technical support to Senior Financial Planners and prepare detailed suitability reports.
- Company: Join a respected Wealth Management firm known for its strong culture and professional development.
- Benefits: Enjoy a fully remote setup with flexible working hours and opportunities for career progression.
- Why this job: Work in a collaborative environment that values your input and supports your growth.
- Qualifications: Experience as a Paraplanner with strong technical skills and compliance knowledge is essential.
- Other info: This role allows you to work from anywhere, providing ultimate flexibility.
The predicted salary is between 36000 - 60000 £ per year.
We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration. This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever you’re based.
The Role
As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:
- Preparing detailed and compliant suitability reports across a broad range of advice areas and product types
- Conducting technical research to support advice strategies
- Ensuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standards
- Collaborating closely with Advisers to ensure accurate and client-focused advice delivery
- Supporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when required
- Contributing to the use and optimisation of planning tools and systems
What we’re looking for
Home-Based Paraplanner employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home-Based Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software that are commonly used in the industry. Being well-versed in these tools will not only enhance your technical skills but also demonstrate your commitment to staying current in the field.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as Paraplanners or Financial Planners. Engaging in conversations can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience with compliance and suitability standards during interviews. Highlight specific examples where you've ensured client files are compliant, as this is a crucial aspect of the Paraplanner role.
✨Tip Number 4
Showcase your ability to work collaboratively by sharing experiences where you've successfully supported Financial Planners or Advisers. Emphasising teamwork will resonate well with the company's culture of collaboration.
We think you need these skills to ace Home-Based Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities and skills required for the Home-Based Paraplanner position. Tailor your application to highlight your relevant experience in preparing suitability reports and conducting technical research.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Paraplanner or in similar roles. Mention any specific tools or systems you have used that align with the requirements of the job, such as cashflow modelling or compliance standards.
Showcase Your Skills: Make sure to showcase your technical skills and attention to detail in your application. Provide examples of how you have successfully collaborated with Advisers and Financial Planning Administrators in the past to deliver client-focused advice.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you are interested in working remotely and how you can contribute to the firm's culture and professional development initiatives.
How to prepare for a job interview at Click To Hired
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does, especially in the context of providing support to Senior Financial Planners. Familiarise yourself with the key responsibilities mentioned in the job description, such as preparing suitability reports and conducting technical research.
✨Showcase Your Technical Skills
Be prepared to discuss your technical skills and experience in financial planning. Highlight any specific tools or systems you have used in the past, and be ready to explain how you can contribute to optimising these tools for the team.
✨Demonstrate Compliance Knowledge
Since compliance is a crucial part of the role, be ready to talk about your understanding of KYC (Know Your Customer) standards and how you ensure client files are compliant and up-to-date. Providing examples from your previous work can strengthen your case.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to inquire about their approach to professional development or how they foster collaboration in a remote setting.
