At a Glance
- Tasks: Provide high-quality technical paraplanning support and develop tailored financial solutions.
- Company: Established wealth management firm with a focus on career development.
- Benefits: Competitive salary, career progression towards Chartered status, and exposure to diverse clients.
- Other info: Embrace new technology and AI while working in a supportive environment.
- Why this job: Join a dynamic team where your technical skills are valued and can make a real impact.
- Qualifications: Level 4 qualification in Financial Planning and strong technical paraplanning experience required.
The predicted salary is between 40500 - 49500 £ per year.
Are you an experienced Technical Paraplanner looking for a role where your technical expertise is genuinely valued? An established and growing wealth management business, with offices conveniently located for candidates across Basildon and surrounding Essex areas, is looking to appoint an experienced Technical Paraplanner to join its team. This is a fantastic opportunity for an experienced paraplanner who enjoys the technical side of financial planning, wants to work closely with experienced Advisers and is looking for a business where they can continue to develop their career.
The Role
Working alongside a team of Financial Advisers, you will provide high-quality technical paraplanning support across a varied range of financial planning cases. You will be involved in researching and analysing complex client circumstances, developing appropriate solutions and preparing high-quality suitability reports and recommendations. The role will cover a broad range of areas, including:
- Pensions and retirement planning
- Investments
- Trusts
- Whole-of-market research
- Tax-efficiency reviews
- Cash-flow forecasting
- Inheritance Tax calculations
- FE Analytics
- ONM
- Technical report writing
- Consumer Duty and its application to financial planning
You will work across different Advisers and advice styles, so the ability to adapt, think independently and understand the rationale behind different recommendations will be important.
What We're Looking For
We're looking for an experienced Technical Paraplanner who can bring strong technical knowledge and operate confidently within an IFA / independent financial planning environment. You'll ideally have:
- Level 4 qualification in Financial Planning
- Experience working towards Chartered status would be advantageous
- Strong technical paraplanning experience
- Whole-of-market research experience
- Good knowledge of pensions, investments and trusts
- Experience with FE Analytics and ONM
- Strong cash-flow modelling experience
- Experience undertaking tax-efficiency reviews
- Excellent technical report-writing skills
- An understanding of Consumer Duty and the changes introduced in 2024
- Excellent attention to detail and organisational skills
- The confidence to work across multiple Advisers and different recommendations
- A proactive approach to keeping up with financial services news, regulation and market developments
More Than Just Processing
This is not a role for someone who simply wants to follow instructions. The business is looking for someone who thinks proactively, understands the wider client picture and can use their technical knowledge to support and challenge Advisers where appropriate. You'll need to be comfortable working through change, as the business continues to develop its systems, CRM and data processes. The firm is also embracing new technology and exploring the use of AI within report writing. However, strong fundamental technical knowledge and excellent report-writing ability remain essential.
Career Development
The business is committed to developing its people, making this an excellent opportunity for a Level 4 qualified Paraplanner who wants to continue progressing towards Chartered status and broaden their technical expertise. You will have exposure to a varied client base and complex financial planning requirements, working alongside experienced Advisers and other technical professionals.
The Package
Salary: Circa £50,000
Location: Colchester, Essex
Role: Permanent, full-time
Qualification: Level 4 required
Chartered: Support towards progression would be advantageous
Interested?
If you're an experienced Technical Paraplanner looking for your next challenge and would like to join an established wealth management business where technical expertise, development and quality client outcomes are genuinely valued, we'd love to hear from you. For a confidential discussion and further information, please get in touch.
Technical Paraplanner route to Financial Adviser Basildon| Circa £50,000 | Wealth Management employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner route to Financial Adviser Basildon| Circa £50,000 | Wealth Management
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Paraplanner route to Financial Adviser Basildon| Circa £50,000 | Wealth Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
