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- Tasks: Join a dynamic team as a Paraplanner, supporting Financial Planners with tailored client solutions.
- Company: Be part of a respected independent financial planning firm near Milton Keynes, known for its collaborative culture.
- Benefits: Enjoy a salary up to GBP55,000, hybrid working, and support for further qualifications.
- Why this job: This role offers career growth, a supportive environment, and the chance to make a real impact.
- Qualifications: You need a Level 4 Diploma in Financial Planning and proven paraplanning experience.
- Other info: Regular team socials and wellness perks ensure a balanced work/life culture.
The predicted salary is between 33000 - 77000 £ per year.
Location: Near Milton Keynes (Hybrid Working Available)Salary: Up to GBP55,000 (DOE)Job Type: Full-time, Permanent
Are you a skilled Paraplanner looking for more than just the day-to-day? Want to feel valued, supported, and part of a collaborative and forward-thinking team?
We\’re working with a highly regarded independent financial planning firm based near Milton Keynes, who are expanding their technical team. They\’re offering more than just a job – they\’re offering a career path, flexibility, and a culture where your ideas and expertise are appreciated.
The Role:
As a key member of the technical team, you\’ll work closely with experienced Financial Planners, providing high-quality, tailored support. You\’ll be instrumental in delivering outstanding client outcomes through research, cashflow modelling, and detailed report writing.
Your responsibilities will include:
- Preparing clear, compliant, and bespoke suitability reports across pensions, investments, protection, and estate planning
- Supporting advisers with technical analysis, product and fund research
- Conducting cashflow modelling and scenario analysis
- Maintaining accurate records and ensuring compliance with regulatory requirements
- Building strong relationships with advisers, clients, and providers
What We\’re Looking For:
- Level 4 Diploma in Financial Planning (or working towards it)
- Proven paraplanning experience in an IFA or wealth management environment
- Strong technical knowledge, especially across pensions, investments & tax-efficient planning
- High attention to detail with excellent written communication skills
- Confident using back-office systems and financial planning tools (e.g., Voyant, iO, Selectapension)
What\’s on Offer:
- Up to GBP55,000 salary, depending on experience
- Hybrid working – mix of home and office to suit your lifestyle
- Full support for further qualifications & Chartered status
- A genuinely supportive, team-first environment
- Modern offices with parking and great transport links
- Regular team socials, wellness perks, and a culture that values work/life balance
Apply now to Samantha at Financial Divisions.
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Paraplanner - Up to GBP55,000 + Hybrid Working + Career Development, employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Up to GBP55,000 + Hybrid Working + Career Development,
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Planners. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Voyant and Selectapension. Consider taking online tutorials or courses to enhance your proficiency, which will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Prepare to discuss your previous paraplanning experiences in detail during interviews. Be ready to share specific examples of how you've contributed to client outcomes through research and report writing, showcasing your attention to detail and technical knowledge.
✨Tip Number 4
Research the company’s values and recent developments in the financial planning sector. Tailor your conversations to reflect how your skills and aspirations align with their mission, showing that you’re not just looking for a job, but a place where you can grow and contribute.
We think you need these skills to ace Paraplanner - Up to GBP55,000 + Hybrid Working + Career Development,
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the Level 4 Diploma in Financial Planning. Emphasise your technical knowledge in pensions, investments, and tax-efficient planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to be part of a collaborative team. Mention specific skills that align with the job description, like your attention to detail and experience with cashflow modelling.
Showcase Relevant Experience: In your application, provide examples of how you've successfully supported advisers in previous roles. Highlight any experience with back-office systems and financial planning tools, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Paraplanner.
How to prepare for a job interview at Financial Divisions
✨Know Your Technical Stuff
Make sure you're well-versed in the technical aspects of paraplanning, especially around pensions, investments, and tax-efficient planning. Brush up on your knowledge of financial planning tools like Voyant and Selectapension, as these will likely come up during the interview.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past work where your attention to detail made a significant difference. Highlight any experiences where you caught errors or improved processes.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to conduct cashflow modelling. Practise articulating your thought process clearly, as this will demonstrate your analytical capabilities.
✨Emphasise Team Collaboration
This position is all about working closely with advisers and clients. Be ready to share examples of how you've successfully collaborated in previous roles, and express your enthusiasm for being part of a supportive team environment.
