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- Tasks: Support Financial Planners by creating detailed research and suitability reports.
- Company: Reputable IFA firm with a strong industry presence.
- Benefits: Fully remote work, study support, and ongoing professional development.
- Other info: Ideal for self-motivated individuals seeking career growth in finance.
- Why this job: Join a respected firm and make a real difference in clients' financial planning.
- Qualifications: Experience as a Paraplanner and strong knowledge of pensions and investments.
The predicted salary is between 35000 - 45000 £ 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.
- Draft clear, compliant suitability reports across pensions, investments, and protection
- Analyse client information and assist in formulating financial planning strategies
- 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
- Experience with systems such as Intelligent Office, Voyant, or FE Analytics
Fully remote working. Study support and ongoing professional development.
Pension 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 Pension 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 report writing and financial planning strategies. Bring examples of your work to demonstrate your strong technical knowledge of pensions and investments.
✨Tip Number 3
Stay updated on industry trends! Read up on the latest developments in pensions and investment products. This will not only help you in interviews but also show potential employers that you're passionate and knowledgeable about the field.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like this one. Plus, we’re always looking for talented individuals to join our team, so don’t miss out on the opportunity!
We think you need these skills to ace Pension Paraplanner in Peterborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience as a Paraplanner and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of your work with pensions and investments, and how you've supported Financial Planners in the past.
Show Off Your Technical Skills: Mention your familiarity with systems like Intelligent Office, Voyant, or FE Analytics. We want to see that you can hit the ground running and contribute to our team from day one!
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 don’t miss out on any important updates during the process.
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 you'll be drafting suitability reports, it’s a good idea to bring examples of your previous work or discuss your writing process. This will demonstrate your strong report writing skills and give them confidence in your ability to produce high-quality documents.
✨Familiarise Yourself with Relevant Systems
If you have experience with systems like Intelligent Office, Voyant, or FE Analytics, make sure to mention it. If not, do a bit of research on these tools so you can speak about how you would adapt to using them in your new role.
✨Prepare for Remote Work Questions
As this is a fully remote position, be ready to discuss how you manage your time and stay productive while working independently. Share any strategies you use to maintain communication and collaboration with your team, as this will highlight your suitability for remote work.