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- Tasks: Support financial advisers by conducting research and preparing detailed suitability reports.
- Company: Join a respected financial planning firm focused on exceptional client service.
- Benefits: Enjoy a competitive salary, flexible working arrangements, and ongoing professional development.
- Why this job: Be part of a collaborative team in a growing firm with opportunities for career progression.
- Qualifications: Diploma in Financial Planning and at least 2 years of relevant experience required.
- Other info: Apply today to join a dynamic environment near Sevenoaks!
The predicted salary is between 36000 - 45000 £ per year.
A respected and client-focused financial planning firm near Sevenoaks is seeking a talented and detail-oriented Paraplanner to join their team. This is an exciting opportunity for a paraplanner looking to support a growing firm and contribute to delivering exceptional client service in a collaborative and dynamic environment.
As a Paraplanner, you will work closely with financial advisers to understand client needs, conduct in-depth research, and prepare detailed and compliant suitability reports. Your technical analysis will help ensure that all recommendations are aligned with clients' financial goals and regulatory standards. You will also assist with preparing client reviews and maintain accurate client records in accordance with FCA regulations.
Key Responsibilities:- Collaborate with financial advisers to understand client objectives and planning needs
- Conduct detailed research and analysis on investments, pensions, tax planning, protection, and estate planning strategies
- Prepare clear, compliant suitability reports and recommendations
- Liaise with product providers and ensure accurate record-keeping in line with regulatory requirements
- Assist in preparing client review reports and annual financial reviews
- Stay up to date with financial legislation changes and product offerings
- Provide technical support and assist in improving paraplanning processes
- Diploma in Financial Planning (DipPFS or equivalent); progression toward Chartered status desirable
- At least 2 years of experience in a paraplanning or technical support role within an IFA or financial planning firm
- Strong understanding of financial planning principles (pensions, investments, tax, protection)
- Excellent communication skills (both written and verbal)
- High attention to detail and accuracy
- Strong time management skills and ability to work under pressure
- Proficiency with financial planning software (e.g., Intelligent Office, FE Analytics, Cashflow Modelling tools)
- Competitive salary up to £45,000, depending on experience
- Ongoing professional development support and study assistance
- Collaborative and supportive working environment
- Flexible working arrangements available
- Opportunity for career progression within a growing and forward-thinking firm
If you are a motivated and experienced Paraplanner seeking a rewarding opportunity in a client-centric firm, we would love to hear from you. Apply today for a chance to join a respected team near Sevenoaks.
To apply, please send your CV to: joc@financialdivisions.co.uk
Paraplanner employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial legislation and product offerings. Staying updated will not only enhance your knowledge but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Practice your communication skills, both verbal and written. As a paraplanner, you'll need to convey complex information clearly, so consider joining local workshops or online courses to refine these skills.
✨Tip Number 4
Get hands-on experience with financial planning software like Intelligent Office or FE Analytics. Familiarity with these tools will give you an edge and show potential employers that you're ready to hit the ground running.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a paraplanner. Focus on your diploma in financial planning, any technical support roles you've held, and your understanding of financial principles like pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your attention to detail. Mention specific experiences where you collaborated with financial advisers or conducted detailed research, as these are key responsibilities of the role.
Highlight Technical Skills: Emphasise your proficiency with financial planning software such as Intelligent Office or FE Analytics. This is crucial for the role, so make sure to include any relevant tools you have used in your previous positions.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is vital in this profession.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Planning Principles
Make sure you have a solid understanding of key financial planning concepts such as pensions, investments, and tax strategies. Be prepared to discuss how these principles apply to real client scenarios during the interview.
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is crucial. Bring examples of your previous work that demonstrate your meticulous nature, especially in preparing suitability reports or maintaining client records.
✨Prepare for Technical Questions
Expect questions that test your knowledge of financial planning software and regulatory requirements. Brush up on tools like Intelligent Office and be ready to explain how you've used them in past roles.
✨Communicate Clearly and Confidently
Strong communication skills are essential in this role. Practice articulating your thoughts clearly, both verbally and in writing, as you may need to explain complex financial concepts to clients or colleagues.
