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For Companies At a Glance
- Tasks: Research, analyse, and prepare detailed financial reports with a supportive team.
- Company: Respected financial planning practice prioritising quality service and teamwork.
- Benefits: Up to ÂŁ45k salary, hybrid working, 25 days leave, and funded study support.
- Why this job: Make a real impact in client planning while enjoying flexibility and professional growth.
- Qualifications: 2+ years experience and Level 4 Diploma or nearing completion preferred.
- Other info: Join a collaborative environment with excellent career progression opportunities.
The predicted salary is between 36000 - 54000 ÂŁ per year.
Paraplanner
Southport
Hybrid working
Up to ÂŁ50k+
9 Day working fortnight
This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You\âll be joining a respected advisory business that values accuracy, teamwork, and progression â making it an excellent fit for someone who enjoys producing highâquality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.
The Business
The firm is a wellâestablished, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise longâterm service quality over volume. You\âll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station.
The Role
You\âll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendationâŚ
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Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Paraplanner
â¨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
â¨Tip Number 2
Prepare for that interview! Brush up on your technical knowledge and be ready to discuss how you can contribute to the client journey. Show them youâre not just about the numbers but also about building relationships.
â¨Tip Number 3
Donât underestimate the power of follow-ups! After your interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
â¨Tip Number 4
Apply through our website! Itâs super easy and ensures your application gets directly to the right people. Plus, it shows youâre proactive and keen on joining the team.
We think you need these skills to ace Paraplanner
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your 2+ years of experience and any relevant qualifications, like your Level 4 Diploma, to show us youâre the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why youâre passionate about financial planning and how you can contribute to our team. Share specific examples of your past work that demonstrate your accuracy and teamwork skills.
Showcase Your Problem-Solving Skills: In your application, donât forget to mention instances where youâve successfully tackled challenges in your previous roles. We love candidates who can think critically and contribute to strategic client planning!
Apply Through Our Website: We encourage you to apply directly through our website. Itâs quick and easy, and it ensures your application goes straight to us for review. Plus, we canât wait to hear from you!
How to prepare for a job interview at Finlink Ltd
â¨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and protection. Being able to discuss these topics confidently will show that you're not just a Paraplanner but a knowledgeable one who can contribute meaningfully to the team.
â¨Showcase Your Team Spirit
Since teamwork is key in this role, be ready to share examples of how you've collaborated with advisers or other team members in the past. Highlighting your ability to work well with others will demonstrate that you fit into their supportive environment.
â¨Prepare for Technical Questions
Expect some technical discussions during the interview. Review common suitability report structures and compliance standards. Practising how to articulate your thought process when preparing recommendations will help you stand out as a detail-oriented candidate.
â¨Ask Insightful Questions
Prepare a few thoughtful questions about the companyâs approach to client relationships and professional development opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
