At a Glance
- Tasks: Conduct research and analysis to support financial advisers in delivering top-notch client service.
- Company: Join a well-established financial planning firm with a collaborative team spirit.
- Benefits: Competitive salary, exam support, health benefits, and holiday progression.
- Other info: Enjoy a supportive environment with opportunities for career growth and development.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Experience in paraplanning and strong technical knowledge in pensions and investments.
The predicted salary is between 37000 - 40000 € per year.
We are supporting a well-established financial planning firm seeking an experienced Paraplanner to join their team. This is a key technical role supporting advisers with high-quality research, analysis and report writing.
Key Responsibilities
- Technical research across pensions, investments and protection
- Cashflow modelling and scenario analysis
- Preparing suitability reports, recommendations and supporting documentation
- Liaising with providers and internal teams to gather information
- Ensuring all advice meets compliance and regulatory standards
- Supporting advisers with preparation for client meetings
- Contributing to process improvements within a small, collaborative team
Experience & Qualifications
- Experience in a paraplanning role is essential
- Ideally Diploma qualified (Level 4)
- Part-qualified candidates considered with minimum two exams passed (three preferred)
- Strong technical knowledge across pensions and investments
- High attention to detail and confident working independently
Salary & Package
- Up to £37,000–£40,000 for more technical or experienced hires
- Exam support including:
- Study materials and first exam paid
- Two days’ study leave per exam (first sitting)
- £500 salary increase per exam passed
- 4x death in service (after six months)
- Westfield Health (after one year)
- 5% employer pension contribution
- Holiday progression: additional days after three years, up to +5 days after eight years
Paraplanner in Barnsley employer: Eden Rose
Join a well-established financial planning firm in Barnsley, where you will thrive in a supportive and collaborative environment. With competitive salaries, exam support, and generous holiday progression, we prioritise your professional growth and well-being. Our commitment to compliance and quality ensures that you will be part of a team dedicated to delivering exceptional service while enjoying a fulfilling career.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Barnsley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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. Make sure you can confidently discuss pensions, investments, and compliance standards. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your skills through a portfolio! If you've got examples of your research, analysis, or report writing, compile them into a neat presentation. This will help you stand out and demonstrate your expertise during interviews.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Paraplanner in Barnsley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in technical research, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’re one of them!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss specific scenarios or case studies that demonstrate your understanding and experience in paraplanning.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples that highlight your attention to detail. You might want to bring along a sample report you've worked on to illustrate how you ensure compliance and quality in your work.
✨Prepare for Scenario Questions
Expect questions that ask you to analyse a situation or solve a problem related to cashflow modelling or suitability reports. Practise articulating your thought process clearly, as this will show your analytical skills and ability to support advisers effectively.
✨Be Ready to Discuss Process Improvements
This firm values collaboration and efficiency, so think about any process improvements you've implemented in previous roles. Be prepared to share these experiences and how they benefited your team or the overall workflow.
