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- Tasks: Support Financial Advisers with research and compliance documentation.
- Company: Join a forward-thinking chartered financial planning firm focused on client care.
- Benefits: Enjoy flexible remote work, competitive salary, and performance bonuses.
- Why this job: Be part of a supportive team culture while making a real impact in financial planning.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 2 years' paraplanning experience.
- Other info: Ongoing training and opportunities for progression available.
The predicted salary is between 28000 - 31000 £ per year.
Location: Fully Remote (UK-based applicants only)
Employment Type: Full-time
Salary: Competitive, based on experience £35,000 to £37,000 comprehensive benefits.
Overview:
A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support. As part of its growing remote team, it is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care.
Paraplanner Role Overview:
As a Remote Paraplanner, you'll play a critical role in supporting its Financial Advisers with accurate, well-researched, and compliant advice documentation. You will be responsible for the full paraplanning process, from research and suitability report writing to liaising with advisers and ensuring clients receive exceptional service.
Paraplanner Key Responsibilities:
- Prepare high-quality suitability reports and financial planning documentation.
- Conduct in-depth product and provider research.
- Support advisers with technical queries and case preparation.
- Ensure all reports meet FCA compliance standards.
- Maintain up-to-date knowledge of financial products, legislation, and industry developments.
- Collaborate with administrative and advisory teams to ensure seamless client journeys.
Paraplanner Requirements:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
- Minimum 2 years’ paraplanning experience.
- Strong technical knowledge across pensions, investments, protection, and tax planning.
- Excellent written and verbal communication skills.
- High attention to detail and strong organisational abilities.
- Comfortable working independently in a remote environment.
- Proficient with financial planning software (e.g. Voyant, FE Analytics etc.) and Microsoft Office Suite.
What’s on Offer:
- Flexible remote working - work from anywhere in the UK.
- Opportunities for progression and further qualifications.
- Supportive and inclusive team culture.
- Competitive salary with performance-related bonuses.
- Ongoing training and CPD support.
Home based Trainee Paraplanner employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home based Trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Join relevant online forums or LinkedIn groups where you can connect with experienced paraplanners and financial advisers. Engaging in discussions can help you gain insights and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and compliance regulations. Staying updated on industry developments will not only enhance your knowledge but also demonstrate your commitment to excellence during interviews.
✨Tip Number 3
Prepare for potential technical questions by reviewing common paraplanning scenarios. Practising how you would handle specific cases can boost your confidence and show your problem-solving skills to the interviewers.
✨Tip Number 4
Showcase your proficiency with financial planning software by mentioning any relevant experience during conversations. If you have used tools like Voyant or FE Analytics, be ready to discuss how you utilised them to improve client outcomes.
We think you need these skills to ace Home based Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and relevant paraplanning experience. Emphasise your technical knowledge in pensions, investments, protection, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client care and compliance. Mention specific examples of how you've supported advisers in the past and your familiarity with financial planning software.
Highlight Your Remote Work Skills: Since this role is fully remote, emphasise your ability to work independently and manage your time effectively. Provide examples of how you've successfully collaborated with teams in a remote setting.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning and any relevant experience. Be prepared to discuss how your qualifications align with the role and how they have equipped you to handle the responsibilities of a Paraplanner.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of pensions, investments, protection, and tax planning. During the interview, be ready to answer technical questions and provide examples of how you've applied this knowledge in your previous roles.
✨Emphasise Communication Skills
Since you'll be preparing reports and liaising with advisers, it's crucial to demonstrate your excellent written and verbal communication skills. Consider sharing specific instances where your communication made a positive impact on client service or team collaboration.
✨Prepare for Remote Work Discussion
As this is a remote position, be ready to discuss your experience working independently and how you manage your time and tasks effectively. Highlight any tools or strategies you use to stay organised and maintain productivity in a remote environment.
