At a Glance
- Tasks: Support financial advisors by preparing reports and managing client communications.
- Company: Join a respected independent financial advice firm with a strong team culture.
- Benefits: Starting salary of £40,000, market-leading benefits, and potential for hybrid work.
- Other info: Opportunity to thrive in a supportive and dynamic workplace.
- Why this job: Be part of a collaborative environment focused on professional growth and client success.
- Qualifications: Experience as a Paraplanner and excellent organisational skills required.
The predicted salary is between 24000 - 48000 £ per year.
Express Recruitment are delighted to be working in partnership with a highly respected and well-established Financial Planning firm who are seeking an experienced Paraplanner to join their growing team.
This is an exciting opportunity to join a supportive and collaborative organisation that places a strong emphasis on delivering high-quality financial advice and an exceptional client experience. The successful candidate will play a key role in supporting Advisers and the wider team, preparing personalised suitability reports, undertaking detailed technical research and ensuring all client work is accurate, compliant and completed within agreed deadlines.
Working closely with Advisers and senior members of the team, you will provide technical and administrative support across a broad range of financial planning areas, including retirement planning, investments, protection, IHT and trust planning, and business planning. This role would suit an experienced Paraplanner who enjoys the technical side of financial planning, is highly organised and takes pride in producing meaningful, well-considered client recommendations.
Skills & Experience
- Level 4 CII Diploma in Regulated Financial Planning or equivalent qualification
- Previous experience within a Paraplanner role, ideally within a Financial Planning or Wealth Management environment
- Good understanding of financial products and services, with strong technical knowledge across pensions, investments and wider financial planning
- Strong analytical skills, with the ability to analyse client records and provide detailed technical commentary
- Experience preparing suitability reports, client letters and supporting financial planning documentation
- Strong organisational skills, with the ability to manage an effective and efficient workload while working on multiple cases simultaneously
- Good understanding of the administration and support aspects of Paraplanning, including business submissions and preparation of presentation packs
- Experience using FE Analytics, Voyant and Salesforce/Aptus would be advantageous
- A positive, collaborative approach and the ability to work effectively as part of a small, close-knit team
- A strong commitment to accuracy, compliance and delivering an exceptional client experience
- Accurately prepare personalised suitability reports and client letters that are well thought out, meaningful and tailored to individual client circumstances
- Conduct comparative research and technical analysis to support appropriate, evidence-based client recommendations
- Prepare recommendations across a broad range of financial planning areas, including retirement planning, pension transfers and drawdowns, investments, protection, IHT and trust planning, and business planning
- Ensure all client work and supporting documentation, including Fact Finds, illustrations and relevant paperwork, is accurate, complete and compliant
- Work efficiently to meet target deadlines while managing multiple cases and priorities
- Investigate client queries thoroughly and provide accurate and appropriate responses
- Provide administration and paraplanning support, including requesting additional information through Letters of Authority and assisting with business submissions
- Support the preparation of presentation packs and other relevant client documentation
- Work collaboratively as part of a wider team to ensure an exceptional client experience and the consistent delivery of high-quality financial advice
Job Location
Up to £43,000 Per Annum D.O.E
Job Type and Hours
Full Time, Monday - Friday, Permanent
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Paraplanner employer: Express Recruitment
Express Recruitment is an excellent employer, offering a supportive and professional environment for Secretaries in Nottinghamshire. With a focus on employee well-being, the company provides hybrid working options, competitive salaries, and generous benefits including annual leave, healthcare cash plans, and a pension scheme. The close-knit team culture fosters collaboration and growth, making it an ideal place for those seeking a long-term career in a varied and fulfilling secretarial role.
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 sector 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. Make sure you can confidently discuss your experience and how it aligns with the company’s values. We want to see that you’re not just a fit on paper, but also a great cultural match!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, applying directly gives you a better chance of standing out in the crowd. Let’s get you that dream job together!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services 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 this opportunity and how you can contribute to our fantastic culture. Keep it professional but let your personality show through.
Showcase Your Communication Skills:As a Paraplanner, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. We love candidates who can connect with clients and colleagues alike!
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 the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Express Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and paraplanning. Be ready to discuss specific products, regulations, and case studies that demonstrate your expertise. This will show the interviewers that you're not just familiar with the basics but can also handle complex scenarios.
✨Showcase Your Organisational Skills
As a Paraplanner, organisation is key. Prepare examples of how you've managed multiple client cases or projects simultaneously. Highlight any tools or systems you use to stay organised, as this will resonate well with the firm's focus on delivering high-quality, client-focused outcomes.
✨Communicate Clearly and Confidently
Strong communication skills are essential in this role. Practice explaining complex financial concepts in simple terms, as if you were talking to a client. This will demonstrate your ability to communicate effectively, which is crucial for building trust and rapport with clients.
✨Emphasise Teamwork and Culture Fit
Express Recruitment values a collaborative environment, so be prepared to discuss your experiences working in teams. Share examples of how you've contributed to a positive team culture and how you align with their values of togetherness and professional growth.
