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- Tasks: Prepare detailed financial planning reports and support client relationships in a collaborative team.
- Company: Established Investment Management firm with a focus on professional development.
- Benefits: Highly competitive salary and strong support for ongoing qualifications.
- Other info: Equal opportunities employer welcoming diverse applicants.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Minimum 3 years’ paraplanning experience and CII Diploma in Financial Planning.
The predicted salary is between 40000 - 50000 £ per year.
Our client, a well-established Investment Management firm, is seeking an experienced Paraplanner to join their growing team. You will be responsible for preparing detailed financial planning recommendations and supporting ongoing client relationships within a collaborative and professional environment. The role also offers strong support for continued development and professional qualifications.
Minimum Requirements:
- Minimum 3 years’ paraplanning experience
- CII Diploma in Financial Planning (or equivalent)
- Strong technical knowledge of UK taxation, including Capital Gains Tax, Inheritance Tax and Income Tax
- In-depth understanding of pensions and estate planning
- Experience using standardised tools, templates, and research frameworks
- Proven ability to manage workload independently and deliver high-quality outputs consistently
Core Responsibilities:
- Prepare high-quality, client-focused financial planning reports and recommendations
- Produce cashflow models to support long-term client objectives
- Conduct technical research to support advice and client reviews
- Support client meetings, including preparation of documentation and meeting notes
- Assist with ongoing client servicing, including annual reviews
- Manage your own workflow, ensuring deadlines and quality standards are met
- Work closely with Financial Planners and colleagues to support team objectives
- Identify and suggest improvements to processes, tools, and templates
- Maintain strong internal relationships and contribute to a collaborative team environment
- Keep up to date with financial planning regulations and industry developments
A highly competitive salary.
Paraplanner employer: Core-Asset-Consulting
Contact Detail:
Core-Asset-Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of UK taxation and financial planning. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position. We’re always looking for talented individuals like you, and applying directly can help us see your application faster!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your 3+ years of paraplanning experience and any relevant qualifications like the CII Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Technical Knowledge: Don’t forget to showcase your strong technical knowledge of UK taxation and pensions. Use specific examples from your past work to demonstrate your understanding of these areas. This will help us see how you can hit the ground running!
Be Clear and Concise: When writing your application, be clear and concise. We appreciate well-structured reports and recommendations, so show us you can communicate effectively right from the start. Keep it professional but let your personality shine through!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Core-Asset-Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge of UK taxation, pensions, and estate planning. Be ready to discuss specific scenarios where you've applied this knowledge in your previous roles. This will show that you’re not just familiar with the concepts but can also apply them effectively.
✨Showcase Your Experience
Prepare examples from your past paraplanning experience that highlight your ability to produce high-quality financial planning reports and cashflow models. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your impact.
✨Be Collaborative
Since the role involves working closely with Financial Planners and colleagues, demonstrate your teamwork skills. Share instances where you’ve successfully collaborated on projects or improved processes within a team setting. This will show that you can thrive in a collaborative environment.
✨Stay Updated
Keep yourself informed about the latest financial planning regulations and industry developments. Mention any recent changes or trends during your interview to show that you’re proactive and committed to continuous learning, which is crucial in this field.