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- Tasks: Prepare suitability reports, conduct research, and ensure compliance for client recommendations.
- Company: Join Flying Colours, a fast-growing independent financial adviser services organisation.
- Benefits: Flexible working options, friendly environment, and opportunities for professional development.
- Other info: Enjoy a supportive culture with excellent career growth potential.
- Why this job: Be part of a dynamic team where your contributions directly impact success.
- Qualifications: Level 4 Diploma qualified with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Do you have experience of working as a paraplanner? Are you enthusiastic and looking for a new opportunity? Want to work in a dynamic and friendly environment? If the answer is yes to these questions, we would love to hear from you!
Flying Colours is a fast‑growing independent financial adviser services organisation. We are looking for a paraplanner to join our team in either Bracknell, Liverpool, or Lincoln. The role is full‑time and can be split between home and office working.
What is Flying Colours like to work for? You will be working in a fun, friendly, and flexible environment, but hard working. The more you put in, the more you will benefit. Everyone is approachable, irrespective of the level they are within the company. This is a key benefit, as we are all working as a team to make the business a success.
What will your role entail?
- Accurately prepare suitability reports and letters to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Perform tax planning analysis
- Produce and analyse cashflow modelling
- Understand clients’ overall financial position from independent financial adviser (IFA) fact‑finds
- Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
- Ensure all client queries are appropriately investigated and accurate responses given
- Produce Annual Review letters and reports in line with our service level arrangements
- Comply with the Financial Services and Markets Act 2000 and the relevant Financial Conduct Authority (FCA) Principle and Rules at all times
- Deliver good client outcomes, comply with the relevant compliance, terms and conditions, and financial crime procedures (anti‑money laundering, data security, anti‑bribery, fraud, and corruption) of the firm at all times
- Keep up to date with all relevant product, legislative, and technical changes
- Attain and maintain a level of competence as required
- Maintain all standards of performance as required by Flying Colours
- Ensure relevant continuing professional development (CPD) is maintained and recorded accurately
What credentials will you have?
- Level 4 Diploma qualified
- Proficient in all Microsoft Office programmes, especially Excel and Word
- Strong written and verbal communication skills
- Time‑management skills
- Excellent telephone manner
- Accuracy and attention to detail
- Organising and planning
If you have the relevant skillset, enthusiasm, and appetite to succeed, we would like to hear from you. Please email your CV to careers@flyingcolourslife.com.
Paraplanner in Liverpool employer: Flying Colours Advice Limited
Contact Detail:
Flying Colours Advice Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Practice common interview questions related to suitability reports and compliance, so you can showcase your expertise and confidence when it counts.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and work style. Check out our website for opportunities at Flying Colours, where you can thrive in a friendly and flexible environment while making a real impact.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the paraplanner role shine through! We want to see that you're excited about the opportunity to work in a dynamic and friendly environment like ours.
Tailor Your CV: Make sure to customise your CV to highlight your relevant experience and skills. Focus on your Level 4 Diploma and any specific paraplanning tasks you've tackled before. We love seeing how you fit into our team!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and structure your information well. We appreciate attention to detail, so make sure there are no typos or errors!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Flying Colours Advice Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial regulations and the role of a paraplanner. Familiarise yourself with the Financial Services and Markets Act 2000 and the FCA principles, as these are crucial for the job.
✨Show Your Enthusiasm
Flying Colours values enthusiasm and a positive attitude. Be ready to share why you're excited about this opportunity and how you can contribute to their friendly and dynamic environment.
✨Prepare for Technical Questions
Expect questions that test your technical skills, especially around suitability reports and cashflow modelling. Practise explaining your thought process in preparing client recommendations and handling compliance issues.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about team dynamics, ongoing training opportunities, or how they support professional development. This shows you're genuinely interested in being part of their team.