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For Companies At a Glance
- Tasks: Provide paraplanning support and create suitability reports for clients.
- Company: Join a respected independent financial advice firm with a supportive culture.
- Benefits: Starting salary of £40,000, market-leading benefits, and potential for hybrid work.
- Why this job: Be part of a collaborative team focused on professional growth and client success.
- Qualifications: Experience in paraplanning, strong attention to detail, and Level 4 Diploma in Regulated Financial Planning.
- Other info: Full-time role with excellent career development opportunities.
The predicted salary is between 24000 - 33600 £ per year.
Overview
Are you an experienced Financial Services Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork, and professional growth.
Role
The successful candidate will have experience as a Paraplanner, with good knowledge of a range of financial services. This is a full-time office-based position offering a starting salary of c£40,000, alongside a market-leading benefits package and the chance to work within a collaborative, people-focused environment. Hybrid working will be considered upon successful completion of probation.
Responsibilities
- Deliver full paraplanning support and suitability reports
- Ensure compliance and accuracy
- Communicate professionally with clients
- Interpret client data to identify suitable solutions
Skills & Experience
- Experienced in paraplanning and report writing
- Strong attention to detail and compliance focus
- Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion
- Excellent organisation and client communication skills
- Committed to delivering high-quality, client-focused outcomes
Vacancy Summary
Hours: Monday – Friday, Full time
Salary: c£40,000 per annum, D.O.E
Job Type: Permanent
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Paraplanner employer: Express Recruitment
Contact Detail:
Express Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial services and paraplanning. Be ready to discuss your experience and how you can contribute to a collaborative environment. Practice common interview questions with a friend to boost your confidence!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or compliance documents, to demonstrate your attention to detail and expertise during interviews. This will help you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for talented individuals like you. Plus, it’s a great way to ensure your application gets noticed by the right people in our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and showcases your knowledge of financial services. We want to see how your skills align with what we're looking for, so don’t be shy about emphasising your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for financial services and how you can contribute to our culture of teamwork and professional growth.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their submissions are polished and professional.
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 this fantastic opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Express Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and paraplanning. Be ready to discuss your experience in detail, especially any reports you've written or compliance issues you've navigated. This shows you're not just familiar with the role but also passionate about it.
✨Showcase Your Attention to Detail
Since this role requires a strong focus on compliance and accuracy, prepare examples that highlight your attention to detail. Maybe share a time when your meticulousness helped avoid a potential issue or improved a process. This will demonstrate your fit for the position.
✨Practice Client Communication
As communication is key in this role, think of scenarios where you've effectively communicated complex information to clients. Practise explaining financial concepts in simple terms, as this will show your ability to connect with clients and ensure they understand their options.
✨Emphasise Teamwork and Culture Fit
This firm values teamwork and a collaborative culture, so be prepared to discuss how you've worked well in teams before. Share experiences that reflect your ability to contribute positively to a team environment, as this will resonate with their company ethos.
