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- Tasks: Support Financial Planners by creating high-quality research and suitability reports.
- Company: Reputable IFA firm with a strong pipeline of work.
- Benefits: Salary up to £40,000, fully remote work, and study support.
- Other info: Ongoing professional development in a supportive remote environment.
- Why this job: Join a stable firm and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong technical knowledge of pensions and investments.
The predicted salary is between 40000 - 40000 £ per year.
We are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner. This fully remote role will see you supporting Financial Planners by producing high-quality research and suitability reports, helping deliver compliant and tailored advice to clients.
Key Responsibilities
- Draft clear, compliant suitability reports across pensions, investments, and protection
- Conduct research and product comparisons to support advice recommendations
- Analyse client information and assist in formulating financial planning strategies
- Ensure all work meets FCA and internal compliance standards
- Liaise with advisers, administrators, and providers throughout the advice process
- Maintain accurate client records and documentation
Requirements
- Experience as a Paraplanner within an IFA or wealth management firm
- Strong technical knowledge of pensions and investment products
- Level 4 Diploma in Regulated Financial Planning (or working towards)
- Strong report writing and analytical skills
- Ability to work independently in a remote setting
- High attention to detail and strong compliance awareness
Desirable
- Experience with systems such as Intelligent Office, Voyant, or FE Analytics
Whats on Offer
- Salary up to £40,000
- Fully remote working
- Study support and ongoing professional development
- Stable, reputable firm with a strong pipeline of work
Paraplanner in Newton employer: Focus Search and Selection Limited
Contact Detail:
Focus Search and Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work as Paraplanners or in IFA firms. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance for an interview, be ready to discuss your experience with pensions and investments. Bring examples of your best suitability reports to demonstrate your expertise and attention to detail.
✨Tip Number 3
Stay updated on industry trends! Read up on the latest regulations and product comparisons. This knowledge will not only impress potential employers but also help you feel more confident during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you a leg up in the process. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Paraplanner in Newton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and your knowledge of pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your attention to detail and compliance awareness, as these are key for us.
Show Off Your Research Skills: In your application, give examples of how you've conducted research and product comparisons in the past. This will show us that you can support our Financial Planners effectively and deliver tailored advice to clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Focus Search and Selection Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions and investment products. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you’re serious about the role.
✨Showcase Your Report Writing Skills
Since drafting suitability reports is a key part of the job, be ready to discuss your experience in this area. Bring examples of your previous work or be prepared to talk through your process for creating clear and compliant reports.
✨Demonstrate Your Compliance Awareness
Familiarise yourself with FCA regulations and internal compliance standards. Be ready to discuss how you ensure your work meets these requirements, as this will be crucial in your role as a Paraplanner.
✨Prepare for Remote Work Challenges
As this is a fully remote position, think about how you manage your time and stay organised. Be prepared to share strategies you use to maintain productivity and communication while working independently.