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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 with opportunities for growth and ongoing training.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 2 years' paraplanning experience.
- Other info: Work fully remotely from anywhere in the UK.
The predicted salary is between 28000 - 37000 £ 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.
Trainee Paraplanner - Remote employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner - Remote
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. Staying updated on industry developments will not only boost your confidence but also demonstrate your commitment to compliance and client care during any discussions.
✨Tip Number 2
Network with other professionals in the financial planning sector. Engaging with peers can provide insights into best practices and may even lead to referrals or recommendations that could help you stand out as a candidate.
✨Tip Number 3
Practice your communication skills, both written and verbal. As a Paraplanner, you'll need to convey complex information clearly and effectively, so consider joining forums or groups where you can refine these skills.
✨Tip Number 4
Get comfortable with financial planning software like Voyant or FE Analytics. If you’re not already proficient, consider taking online courses or tutorials to enhance your skills, as this will be crucial for your role.
We think you need these skills to ace Trainee Paraplanner - Remote
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 Communication Skills: Since excellent written and verbal communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate complex information clearly and effectively.
Showcase Your Attention to Detail: In your application, include instances where your attention to detail has positively impacted your work, especially in preparing suitability reports or ensuring compliance with FCA standards.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of pensions, investments, protection, and tax planning during the interview. Be prepared to discuss specific examples from your experience that demonstrate your technical expertise.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, anticipate questions related to FCA standards and how you ensure adherence in your work. Familiarise yourself with recent regulatory changes to show your commitment to staying updated.
✨Demonstrate Your Research Skills
Be ready to explain your approach to conducting product and provider research. You might be asked to provide a brief overview of how you would prepare a suitability report, so think through your process beforehand.
✨Emphasise Your Communication Skills
As a paraplanner, you'll need to liaise with advisers and clients effectively. Prepare to discuss how you ensure clear communication, especially in a remote setting, and provide examples of how you've successfully collaborated with teams in the past.
