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- Tasks: Prepare detailed suitability reports and support advisers with complex financial cases.
- Company: Respected financial planning firm with a collaborative and supportive culture.
- Benefits: Competitive salary, strong pension contribution, generous holiday allowance, and professional development support.
- Other info: Hybrid working available with opportunities to work alongside experienced professionals.
- Why this job: Join a stable firm that values your expertise and invests in your career growth.
- Qualifications: Level 4 Diploma in Financial Planning and experience as a paraplanner.
The predicted salary is between 35000 - 45000 £ per year.
A well-established and highly respected financial planning firm is seeking an experienced and qualified Paraplanner to join its growing technical team. This is an excellent opportunity to become part of a collaborative, forward-thinking environment where paraplanners are genuinely valued as a core part of the advice process.
This role would suit a technically strong paraplanner who enjoys producing high-quality suitability reports, supporting advisers with complex cases, and contributing to consistently excellent client outcomes.
Key Responsibilities- Preparing detailed suitability reports across pensions, investments, and protection
- Supporting advisers with technical research and recommendations
- Conducting product and provider research using industry tools
- Interpreting client fact-finds and assisting with financial planning strategies
- Liaising with advisers, administrators, and providers to progress cases efficiently
- Ensuring all work meets regulatory and compliance standards
- Contributing to the continuous improvement of paraplanning processes
- Level 4 Diploma in Financial Planning (or equivalent)
- Previous experience working as a paraplanner within a financial planning environment
- Strong technical knowledge across pensions and investments
- Confident writing high-quality suitability reports
- Highly organised with excellent attention to detail
- Comfortable working both independently and as part of a team
- Candidates working towards Chartered status will be particularly welcomed.
- Hybrid working structure
- Competitive salary depending on experience
- Strong pension contribution
- Generous holiday allowance
- Support toward further professional qualifications (including Chartered)
- Structured career development within a supportive technical team
- Opportunity to work alongside experienced advisers and technical specialists
This is a fantastic opportunity for a qualified paraplanner looking to join a stable, professional firm that invests in its people and supports long-term career progression.
Paraplanner in Norwich employer: Focus Search and Selection
Contact Detail:
Focus Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a paraplanner role that’s perfect for you.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best suitability reports and case studies. When you get the chance to chat with potential employers, having tangible examples of your work can really set you apart from the competition.
✨Tip Number 3
Don’t just apply anywhere—apply smart! Use our website to find roles that match your skills and interests. Tailor your approach to each job, highlighting how your experience aligns with their needs, especially in pensions and investments.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Paraplanner in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant paraplanning experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about paraplanning and how your technical knowledge can contribute to our team. Be genuine and let your personality shine through!
Showcase Your Attention to Detail: Since we value high-quality suitability reports, make sure your application is free from typos and errors. This is your chance to demonstrate your organisational skills and attention to detail right from the start!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Focus Search and Selection
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss specific cases you've worked on and how you approached them. This will show that you're not just familiar with the theory but can apply it in practice.
✨Master the Suitability Report
Since producing high-quality suitability reports is a key part of the role, prepare to talk about your writing process. Bring examples if possible, and be ready to explain how you ensure compliance and regulatory standards are met in your reports.
✨Show Your Team Spirit
This role values collaboration, so be prepared to discuss how you work with advisers and other team members. Share examples of how you've contributed to team success or improved processes in your previous roles. It’s all about showing you can thrive in a supportive environment.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their paraplanners. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values and career goals.