At a Glance
- Tasks: Support Financial Advisers by preparing reports and researching financial products.
- Company: Join a growing financial planning team in Peterborough.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work with a dynamic team and enhance your skills.
- Why this job: Develop your technical knowledge and build a long-term career in finance.
- Qualifications: Experience as a Paraplanner or in a similar role is preferred.
The predicted salary is between 28000 - 40000 £ per year.
Location: Peterborough
Salary: £28k - £40k (DOE)
Job Type: Full-time, Permanent
Hours: Monday-Friday
About the Role
We are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team. Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all documentation is accurate, compliant and delivered within agreed timescales. This is an excellent opportunity for a Paraplanner who wants to develop their technical knowledge and build a long-term career within a professional financial planning environment.
Key Responsibilities
- Supporting Financial Advisers throughout the client advice process
- Preparing suitability reports, recommendation letters and other client documentation
- Conducting research into investments, pensions, protection and other financial products
- Obtaining and analysing information from providers
- Preparing cash-flow forecasts and financial planning analysis where required
- Preparing client meeting packs and supporting advisers with meeting preparation
- Processing new business and maintaining accurate client records
- Liaising with product providers, platforms and other third parties
- Ensuring advice documentation meets regulatory and compliance requirements
- Monitoring outstanding actions and ensuring deadlines are met
- Supporting the team with ongoing client reviews and changes to existing arrangements
- Maintaining a high level of accuracy and attention to detail at all times
About You
We are looking for someone who is:
- Experienced within a Paraplanner, Financial Planning Administrator or similar role
- Ideally experienced within an IFA or financial planning environment
- Comfortable working with pensions, investments, protection and other financial planning products
- Highly organised with excellent attention to detail
- Confident researching and interpreting technical financial information
- Able to produce professional, accurate written documentation
- Comfortable working to deadlines and managing multiple cases simultaneously
- A strong communicator who can work effectively with advisers, providers and clients
- Proactive, reliable and keen to develop their technical knowledge
Qualifications
The CII Level 4 Diploma in Regulated Financial Planning or progress towards this qualification would be highly advantageous. We would also consider candidates with relevant financial services experience who are working towards their professional qualifications.
If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
Paraplanner employer: Commercial Recruitment
At Commercial Recruitment, we pride ourselves on being an excellent employer that fosters a vibrant work culture in Peterborough. Our team enjoys competitive salaries, a supportive environment for professional growth, and the opportunity to engage with clients in meaningful ways. We believe in empowering our employees through continuous development and a collaborative atmosphere, making it a rewarding place to build a career in sales.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Commercial Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Commercial Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Commercial Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Commercial Recruitment
✨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 Commercial Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Commercial Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Commercial Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
