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For Companies At a Glance
- Tasks: Work with advisers to create accurate financial reports and strategies.
- Company: Join a reputable financial planning practice known for personalised service and client relationships.
- Benefits: Earn up to £40k, enjoy extra leave, pension, and professional development support.
- Why this job: Perfect for problem-solvers wanting to grow their skills in a supportive, tech-savvy environment.
- Qualifications: Ideal for those with a strong background in pensions and investments.
- Other info: Simple application process with a two-stage interview including a technical exercise.
The predicted salary is between 32000 - 48000 £ per year.
Job Description
Paraplanner
Torquay
Office based
Up to £40k
This opportunity is ideal for paraplanners or financial services professionals with a strong technical background in pensions and investments. If you enjoy problem-solving, producing accurate, client-friendly reports, and working closely with advisers to deliver exceptional outcomes, this could be the perfect role for you. The position offers a genuine chance to grow your technical skills, contribute to process improvements, and progress your career within a supportive, forward-thinking firm.
The Business
You’ll be joining a well-established, directly authorised financial planning practice with a reputation for long-term client relationships and a high standard of personalised service. The team combines modern technology with a client-first ethos, ensuring advice is clear, compliant, and tailored. The business supports ongoing professional development, with opportunities to specialise in technical areas, business projects, or even progress towards client-facing roles.
The Role
Working alongside advisers, you will:
- Use integrated software solutions to prepare suitability reports and recommendation letters with accuracy and efficiency.
- Research and analyse financial products across all market sectors.
- Perform cash flow modelling and technical calculations.
- Maintain detailed, compliant client records.
- Tailor communications to each client, ensuring technical accuracy and clear presentation.
- Support product due diligence and assist in shaping financial strategies.
A typical day may involve analysing client data, running cash flow models, drafting reports, liaising with product providers, and working collaboratively with advisers to prepare recommendations.
The Benefits
- Salary up to £40,000 (depending on qualifications and experience)
- Additional annual leave
- Pension
- Company events
- On-site parking
- Professional development support
How to Apply
Applying is simple—send your CV and a brief covering note explaining why this role interests you. Shortlisted applicants will be invited to a two-stage interview process, including a technical exercise and an informal discussion with the hiring team.
Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and market trends. Being well-versed in current offerings will not only help you during the interview but also demonstrate your commitment to staying informed in the field.
✨Tip Number 2
Practice your problem-solving skills by working on case studies or hypothetical scenarios related to pensions and investments. This will prepare you for the technical exercise during the interview and show your analytical capabilities.
✨Tip Number 3
Network with professionals in the financial services industry, especially those who work as paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 4
Prepare thoughtful questions about the company’s approach to client relationships and professional development opportunities. This shows your genuine interest in the firm and helps you assess if it aligns with your career goals.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your technical background in pensions and investments. Include specific examples of your problem-solving skills and any relevant experience that aligns with the role of a paraplanner.
Craft a Compelling Covering Note: In your covering note, clearly explain why this role interests you. Mention your passion for producing accurate reports and working closely with advisers, as well as your desire to grow your technical skills within a supportive environment.
Showcase Relevant Skills: Emphasise your experience with integrated software solutions, cash flow modelling, and financial product analysis. Highlight any specific tools or methodologies you are familiar with that would be beneficial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and covering note for any errors. Ensure that your communication is clear and professional, reflecting the high standards expected by the firm.
How to prepare for a job interview at Finlink Ltd
✨Know Your Technical Stuff
As a paraplanner, you'll need a solid understanding of pensions and investments. Brush up on the latest regulations and products in the financial services sector to demonstrate your expertise during the interview.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex financial scenarios in the past. Highlight your analytical skills and ability to produce accurate, client-friendly reports, as this is crucial for the role.
✨Familiarise Yourself with Integrated Software Solutions
Since the role involves using software to prepare reports and perform calculations, make sure you're comfortable discussing any relevant tools you've used. If you have experience with specific software, be ready to share how it has helped you in your previous roles.
✨Tailor Your Communication Style
The job requires clear communication tailored to each client. Think about how you can convey complex information simply and effectively. Be prepared to discuss how you would approach different client scenarios during the interview.
