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- Tasks: Support Financial Advisers with technical queries, report writing, and research.
- Company: Join a respected, client-focused financial planning firm with a collaborative culture.
- Benefits: Opportunity for career progression and support with professional exams.
- Why this job: Make a real impact by delivering holistic advice to clients.
- Qualifications: Experience in a Paraplanner role or working towards CII Level 4 Diploma.
- Other info: Dynamic environment with strong adviser collaboration and growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Paraplanner to support its Financial Advisers and wider back-office team. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term.
You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality technical support and suitability reporting. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based.
As a Paraplanner, you will support Financial Advisers by handling technical queries, report writing and research across a broad range of advice areas. You’ll take ownership of cases from instruction through to completion, working to deadlines and maintaining an excellent level of attention to detail.
They are open on the level of experience required, so you may be a Paraplanner at the start of your career in Financial Planning (can support with exams), or a more senior and experienced individual. The role and salary will be adapted accordingly.
What they’re looking for:
- Previous experience in a Paraplanner role within a financial planning / IFA environment
- Completion or working towards the CII Level 4 Diploma in Financial Planning
- Technical knowledge across pensions, investments, protection and tax-based planning
- Experience using systems such as Intelligent Office and Genovo (or similar cashflow tools)
Join a respected, relationship-driven financial planning firm with a local client base. Exposure to genuinely holistic advice, not transactional sales. Supportive team culture with strong adviser collaboration. Opportunity to further develop technical skills and long-term career progression.
Paraplanner in Tring employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Tring
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your technical knowledge and any relevant projects you've worked on. This will give potential employers a clear picture of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions and scenarios you might face as a Paraplanner. This will help you feel more confident and articulate during the real deal.
✨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!
We think you need these skills to ace Paraplanner in Tring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight any relevant experience in financial planning, especially if you've worked with pensions, investments, or tax-based planning.
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 you can contribute to our collaborative team. Don’t forget to mention any specific tools you’ve used, like Intelligent Office or Genovo.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, provide examples of how you've successfully managed cases from start to finish, ensuring accuracy and meeting deadlines. This will show us you’re the right fit for the role!
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 don’t miss out on any important updates during the process. We can’t wait to hear from you!
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, investments, protection, and tax-based planning. Familiarise yourself with the systems mentioned in the job description, like Intelligent Office and Genovo, so you can confidently discuss how you've used similar tools in the past.
✨Showcase Your Experience
Whether you're a newbie or a seasoned pro, be ready to talk about your previous experience in a Paraplanner role. Prepare specific examples of how you've supported Financial Advisers, handled technical queries, or contributed to report writing. This will help demonstrate your ability to take ownership of cases.
✨Emphasise Teamwork
This role is all about collaboration, so highlight your ability to work well within a team. Share examples of how you've successfully collaborated with colleagues in the past, and express your enthusiasm for being part of a supportive team culture that values strong adviser relationships.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about the firm's approach to holistic advice, opportunities for professional development, or how they support their Paraplanners in achieving their qualifications. It shows you're genuinely interested and engaged with the role.
