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For Companies At a Glance
- Tasks: Support financial planners with reports and research on pensions, investments, and tax.
- Company: Join a reputable, independent financial planning firm with over 20 years of expertise.
- Benefits: Enjoy hybrid working, a competitive salary, pension, exam support, and private medical insurance.
- Why this job: Be part of a collaborative team focused on client care and professional growth.
- Qualifications: 2+ years experience and Level 4 diploma or working towards it required.
- Other info: Opportunity for trainee advisors available; apply today to kickstart your career!
The predicted salary is between 24000 - 34000 £ per year.
This is a fantastic opportunity for a Paraplanner with 2+ years experience who is looking to become an integral part of a growing, independent financial planning firm with a strong reputation and clear growth strategy. The firm offers a collaborative environment, ongoing professional development, and a commitment to delivering the highest standard of client care.
They are looking for a proactive and detail-oriented Paraplanner who thrives on supporting financial planners with high-quality technical work, while also contributing to the wider success and growth of the business. Level 4 diploma or working towards it required.
This well-established, independent, and Chartered financial planning firm has been delivering expert advice for over two decades. With a team of experienced advisers and robust back-office support, the firm focuses on building lasting client relationships and growing primarily through referrals from long-standing professional partnerships.
As a Paraplanner, you will:
- Work closely with financial planners to prepare high-quality suitability reports.
- Conduct in-depth research and analysis to support client advice across pensions, investments, tax, and estate planning.
- Ensure that all documentation complies with current regulatory requirements.
- Play a key role in case progression, client reviews, and ongoing financial planning.
- Collaborate with the wider team to improve internal processes and contribute to the firm's continued growth.
The Benefits:
- Salary up to £41k
- Hybrid working
- Company Pension
- Exam support
- Death in service
- Private Medical Insurance
- Critical illness cover
- Holiday days + Christmas closure
If you are looking for a role where you can take ownership of your career while being supported by an established firm, we would love to hear from you. Apply today to learn more about this opportunity.
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
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners and financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, client base, and recent developments. This will help you tailor your conversation and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your attention to detail and ability to support financial planners. Highlight any relevant projects or tasks that align with the responsibilities outlined in the job description.
✨Tip Number 4
Show your commitment to professional development by mentioning any courses or qualifications you are pursuing, especially the Level 4 diploma. This demonstrates your dedication to growing within the field and adds value to your application.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the skills required, such as conducting research and preparing suitability reports, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 2+ years of experience in financial planning or related fields. Provide specific examples of how you've supported financial planners and contributed to client care.
Showcase Your Qualifications: Mention your Level 4 diploma or any progress towards it prominently in your application. This demonstrates your commitment to professional development, which is highly valued by the firm.
Personalise Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the firm's collaborative environment and growth strategy. Tailoring your application shows genuine interest and can set you apart from other candidates.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with pensions, investments, tax, and estate planning during the interview.
✨Highlight Your Attention to Detail
This role requires a detail-oriented approach, especially when preparing suitability reports and ensuring compliance. Share examples from your past work where your attention to detail made a significant impact.
✨Emphasise Collaboration Skills
The firm values teamwork, so be ready to discuss how you've successfully collaborated with financial planners or other team members in previous roles. Highlight any specific projects where teamwork led to positive outcomes.
✨Prepare Questions About Professional Development
Since the firm offers ongoing professional development, come prepared with questions about their support for obtaining qualifications like the Level 4 diploma. This shows your commitment to growth and aligns with their values.
