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- Tasks: Support Financial Planners by creating detailed research and suitability reports.
- Company: Join a reputable IFA firm with a strong industry presence.
- Benefits: Earn up to £40,000, enjoy remote work, and receive study support.
- Other info: Stable environment with excellent opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while working from anywhere.
- Qualifications: Experience as a Paraplanner and strong knowledge of pensions and investments required.
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 Peterborough 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 Peterborough
✨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 strong report writing and analytical skills.
✨Tip Number 3
Stay compliant! Make sure you're up to date with FCA regulations and compliance standards. This shows potential employers that you take your role seriously and are committed to delivering high-quality advice.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Peterborough
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 technical 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.
Showcase Your Research Skills: Since the role involves conducting research and product comparisons, consider including examples of how you've successfully done this in the past. We love seeing candidates who can demonstrate their analytical skills and ability to formulate financial planning strategies.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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 past reports you've written or be prepared to talk through your process for creating clear and compliant documentation.
✨Demonstrate Your Analytical Abilities
Prepare to discuss how you analyse client information and formulate financial planning strategies. Think of specific scenarios where your analytical skills made a difference, and be ready to share those insights during the interview.
✨Familiarise Yourself with Compliance Standards
Understanding FCA and internal compliance standards is crucial for this role. Brush up on these regulations and be prepared to discuss how you ensure compliance in your work. This will highlight your attention to detail and commitment to high standards.