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- Tasks: Join a remote team to support financial planning and advice.
- Company: A chartered firm with 10 offices across the UK, focused on growth.
- Benefits: Enjoy a competitive salary, flexible location, and autonomy in your role.
- Why this job: Perfect for skilled Paraplanners seeking independence and a chance to make an impact.
- Qualifications: Must have a minimum level 4 diploma and experience in paraplanning.
- Other info: Work from home with occasional visits to a local office.
The predicted salary is between 32000 - 40000 £ per year.
£40,000 to £50,000 (Dependent on experience) and benefits
Flexible on location across UK
My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning function with the addition of a (minimum) level 4 diploma qualified Paraplanner to join their Paraplanning team, all of whom are based from home with a periodic visit to a local office.
To be considered you will have proven experience in a paraplanning role preferably in an independent/whole of market practice, qualified to a minimum of level 4 diploma standard and you will possess solid knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection. You will have the ability to understand and interpret a cash flow forecast and summarise the key points.
This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure an opportunity with a growing, ambitious business, providing you with the chance to work autonomously, without continuous supervision and the ability to manage your own week.
If you are a talented, experienced Paraplanner seeking this degree of autonomy and allowing you to manage your own workload then please get in touch.
Paraplanner (Fully remote) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Fully remote)
✨Tip Number 1
Network with professionals in the financial planning industry. Join relevant online forums or LinkedIn groups where paraplanners and financial advisors gather. Engaging in discussions can help you learn about job openings and get insider tips on what employers are looking for.
✨Tip Number 2
Consider reaching out directly to the hiring manager or team leader at the company. A brief, polite message expressing your interest in the Paraplanner role can make a memorable impression and show your enthusiasm for the position.
✨Tip Number 3
Stay updated on industry trends and changes in financial regulations. Being knowledgeable about current events in the financial sector can give you an edge during interviews, as it demonstrates your commitment to the field and your ability to adapt.
✨Tip Number 4
Prepare for potential interview questions by practising how you would explain complex financial concepts clearly and concisely. This will showcase your communication skills and your ability to simplify information for clients, which is crucial for a Paraplanner.
We think you need these skills to ace Paraplanner (Fully remote)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, especially in independent or whole of market practices. Emphasise your level 4 diploma and any relevant qualifications that align with the job description.
Showcase Relevant Skills: In your application, clearly demonstrate your knowledge of key areas such as pensions, investments, IHT, estate planning, and personal/business protection. Use specific examples from your past roles to illustrate your expertise.
Highlight Autonomy: Since the role offers autonomy, mention instances where you successfully managed your own workload or worked independently. This will show that you can thrive in a remote working environment.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role and the company. Make it personal and reflect your understanding of their business and values.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Qualifications
Make sure to highlight your level 4 diploma and any relevant qualifications during the interview. Discuss how your education has prepared you for the specific challenges of a paraplanning role.
✨Demonstrate Technical Knowledge
Be prepared to discuss key areas of financial planning such as pensions, investments, and estate planning. Use examples from your past experience to illustrate your understanding and ability to apply this knowledge.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle specific situations related to cash flow forecasts or client needs, and be ready to explain your thought process.
✨Emphasise Autonomy and Time Management
Since the role allows for remote work and self-management, share examples of how you've successfully managed your workload in previous positions. Highlight your ability to work independently while still meeting deadlines.
