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- Tasks: Review and enhance financial advice quality while supporting a dynamic paraplanning team.
- Company: Award-winning Chartered financial planning firm with a collaborative culture.
- Benefits: Competitive salary, 26 days holiday, pension contributions, and flexible working options.
- Why this job: Elevate your career by ensuring high-quality financial advice in a supportive environment.
- Qualifications: Diploma qualified with at least five years of paraplanning experience.
- Other info: Join a team that values your expertise and offers excellent career growth opportunities.
The predicted salary is between 34000 - 42000 £ per year.
Canterbury (flexible working considered)
£40,000 - £50,000 (depending on experience)
Full time - 8:30am to 5:00pm with a 1 hour lunch break
Client Overview
This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams.
This opportunity would suit
An experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role.
Role Details
- Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards.
- Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases.
- Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments.
- Providing constructive feedback to advisers and paraplanners where improvements or amendments are required.
- Identifying trends in advice quality and helping improve technical standards across the team.
- Working closely with compliance and training teams to support consistent advice quality across the firm.
Benefits / Details
- £40,000 - £50,000 salary depending on experience.
- 26 days holiday plus bank holidays.
- 5% pension contribution, medical cashback plan and death-in-service cover.
- Occupational sick pay and additional voluntary benefits.
- Flexible working arrangements can be discussed.
So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Senior Paraplanner / Technical Reviewer employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner / Technical Reviewer
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Brush up on your interview skills! Prepare for common questions related to technical reviews and quality assurance in financial advice. Practising with a friend or using mock interviews can help us feel more confident when it’s our turn to shine.
✨Tip Number 3
Showcase your expertise! When we get the chance to meet potential employers, bring examples of your past work that highlight your technical skills and attention to detail. This will demonstrate how you can add value to their team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Senior Paraplanner / Technical Reviewer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Paraplanner role. Highlight your technical expertise and any relevant qualifications, like your Diploma, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your experience aligns with our high standards. Keep it engaging and personal – we want to get to know you!
Showcase Your Technical Skills: In your application, don’t forget to mention specific examples of your technical work. Whether it’s reviewing suitability reports or conducting quality assurance checks, let us see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, especially around pensions and investments. Be ready to discuss specific cases you've worked on and how you ensured compliance with quality standards.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your experience as a Paraplanner. Focus on situations where you provided constructive feedback or improved advice quality, as this will resonate well with the firm's emphasis on high technical standards.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the firm’s approach to quality assurance and training. This shows your genuine interest in their processes and your commitment to maintaining high standards in your work.
✨Be Collaborative
Emphasise your ability to work closely with compliance and training teams. Share examples of how you've collaborated in the past to enhance advice quality, as this aligns perfectly with the firm's collaborative culture.