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- Tasks: Support financial advisers by conducting research and preparing detailed reports.
- Company: Join a respected financial planning firm focused on exceptional client service.
- Benefits: Enjoy a competitive salary, flexible working, and ongoing professional development.
- Why this job: Be part of a collaborative team in a growing firm with career progression opportunities.
- Qualifications: Diploma in Financial Planning and 2 years' experience in a paraplanning role required.
- Other info: Located near Sevenoaks, this role offers a dynamic work environment.
The predicted salary is between 36000 - 54000 £ 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
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific financial planning software mentioned in the job description, such as Intelligent Office and FE Analytics. Consider taking online courses or tutorials to enhance your proficiency, as this will make you a more attractive candidate.
✨Tip Number 3
Stay updated on the latest changes in financial legislation and product offerings. Subscribe to relevant newsletters or follow industry leaders on social media to ensure you have current knowledge that can impress during interviews.
✨Tip Number 4
Prepare for potential interviews by practising how to articulate your understanding of financial planning principles, particularly in areas like pensions, investments, and tax planning. Be ready to discuss how your previous experience aligns with the responsibilities outlined in the job description.
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 in paraplanning and financial planning. Emphasise your Diploma in Financial Planning and any progression towards Chartered status, as well as your proficiency with financial planning software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills that align with the job description, such as your attention to detail, communication skills, and ability to work under pressure.
Highlight Relevant Experience: In your application, focus on your past roles in paraplanning or technical support. Provide examples of how you have conducted research, prepared suitability reports, and collaborated with financial advisers to meet client needs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your documents are professionally presented, as attention to detail is crucial in this field.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Planning Principles
Make sure you have a solid understanding of financial planning principles, especially in areas like pensions, investments, and tax. Be prepared to discuss how these principles apply to real client scenarios during the interview.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring examples of your previous work that demonstrate your ability to prepare clear and compliant suitability reports. Highlight any processes you’ve improved to ensure accuracy.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating complex financial concepts in a simple manner. Be ready to explain how you would collaborate with financial advisers to meet client needs.
✨Stay Updated on Legislation
Demonstrate your commitment to professional development by discussing recent changes in financial legislation or product offerings. This shows that you are proactive and dedicated to staying informed in the industry.
