At a Glance
- Tasks: Support advisers by preparing reports and conducting in-depth research on financial products.
- Company: Join a reputable Independent Financial Adviser firm with a supportive team culture.
- Benefits: Enjoy a salary up to £50,000, flexible working, and excellent career progression.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Level 4 Diploma qualified or nearing completion with paraplanning experience.
- Other info: Collaborative environment with a focus on compliance and strong internal relationships.
The predicted salary is between 36000 - 60000 £ per year.
Offices near Brentwood (Hybrid)
Salary: Up to £50,000 + Excellent Benefits
Location: Near Brentwood | Hybrid Working | Established, Supportive IFA Firm
Are you a qualified Paraplanner looking to join a highly reputable Independent Financial Adviser practice? This is an excellent opportunity to become part of a supportive, client‑focused team offering genuine career progression, flexible working, and a positive, stable working environment.
The Role
As a Paraplanner, you will play a key part in supporting the advisers and wider team. Responsibilities include:
- Preparing high‑quality suitability reports and recommendations
- Conducting in‑depth research and analysis across pensions, investments, and protection
- Supporting advisers with technical queries and complex casework
- Ensuring all client files meet compliance and regulatory standards
- Building strong internal relationships within a collaborative team culture
About You
To be successful, you will:
- Be Level 4 Diploma qualified (or close to completion)
- Have proven paraplanning experience within an IFA or financial planning environment
- Be technically strong, detail‑focused, and confident supporting advisers
- Possess excellent communication and analytical skills
Qualified Paraplanner, Offices near Brentwood (Hybrid), Up to £50,000 + Excellent Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner, Offices near Brentwood (Hybrid), Up to £50,000 + Excellent Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in paraplanning or with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent industry trends. We recommend practising common paraplanning scenarios and questions so you can showcase your skills confidently when it counts.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your qualifications and experience directly to the hiring team, increasing your chances of getting noticed.
We think you need these skills to ace Qualified Paraplanner, Offices near Brentwood (Hybrid), Up to £50,000 + Excellent Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Qualified Paraplanner. Highlight your Level 4 Diploma and any relevant experience in preparing suitability reports and supporting advisers. 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 joining our supportive team and how your background makes you a great fit. Keep it concise but engaging – we love a bit of personality!
Showcase Your Technical Skills: Since the role involves complex casework and technical queries, make sure to highlight your analytical skills and any specific tools or software you’re familiar with. We’re keen to see how you can support our advisers effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and protection. Be ready to discuss how you've applied this in your previous roles, as it shows you're not just qualified but also experienced.
✨Showcase Your Reports
Prepare to talk about the suitability reports you've created. Bring examples if possible, and be ready to explain your thought process behind them. This will demonstrate your attention to detail and analytical skills.
✨Build Rapport
Since this role involves supporting advisers and working within a team, practice building rapport during the interview. Show your communication skills by engaging with the interviewer and asking insightful questions about their team culture.
✨Understand Compliance
Familiarise yourself with compliance and regulatory standards relevant to the role. Be prepared to discuss how you ensure client files meet these standards, as this is crucial for a Paraplanner in an IFA environment.
