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- Tasks: Support a high-performing adviser by preparing for meetings and producing compliant suitability reports.
- Company: Join a respected Chartered financial planning firm known for quality advice and a strong culture.
- Benefits: Enjoy hybrid work with two days in the office and support towards Chartered status.
- Why this job: Collaborate closely with an experienced adviser and engage in diverse financial planning tasks.
- Qualifications: Must be Level 4 qualified through CII or CISI with paraplanning experience.
- Other info: Experience with Intelligent Office is a plus; applicants must have the right to work in the UK.
The predicted salary is between 36000 - 60000 £ per year.
Fram is working with a financial planning firm that is looking to engage with an experienced Paraplanner to support the delivery of high-quality advice and ensure strong technical and compliance standards. The role is remote, with two to three days in the office during the initial set-up period to build familiarity with processes and workflows.
The position involves managing the full preparation of suitability reports, including both initial and annual review reports, for approval by the lead adviser. Responsibilities include producing supporting documentation, preparing client forms in collaboration with administration, and ensuring all records meet regulatory expectations. The role also includes identifying outstanding information, progressing actions with colleagues and providers, and drafting reports once all case requirements are in place.
This may appeal to a technically competent Paraplanner who holds the Level 4 Diploma in Financial Planning or equivalent and is confident acting as a reference point for technical queries. The role suits someone who works effectively with limited supervision, communicates clearly, and maintains a high level of detail and organization.
Experience using Intelliflo Office is important, along with strong proficiency in Microsoft Office applications. Familiarity with common research or financial planning tools would be beneficial.
Applicants must have the right to work in the UK.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance, Analyst, and Customer Service
Industries
- Financial Services and Investment Management
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Paraplanner employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet advisers and other paraplanners. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Familiarise yourself with the specific tools and software mentioned in the job description, such as Intelligent Office. If you haven't used it before, consider taking an online course or tutorial to boost your confidence and show your commitment to learning.
✨Tip Number 3
Prepare to discuss your experience in producing suitability reports and your approach to client interactions. Be ready to share examples of how you've contributed to a team or supported advisers in previous roles, as this will demonstrate your fit for the collaborative environment.
✨Tip Number 4
Research the firm’s values and culture. Understanding their approach to financial planning and client service will help you align your responses during interviews, showing that you are not only qualified but also a good cultural fit for the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and relevant paraplanning experience. Emphasise any work you've done in IFA or wealth management environments, and showcase your writing skills by including examples of reports or documents you've prepared.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific aspects of the job description that resonate with you, such as the opportunity to work closely with an experienced adviser or your interest in complex planning areas like inheritance tax and cashflow modelling.
Showcase Your Technical Skills: If you have experience with systems like Intelligent Office, be sure to mention this in your application. Highlight any technical skills that would make you a valuable asset to the team, especially those related to producing compliant suitability reports.
Demonstrate a Client-First Approach: Throughout your application, convey your commitment to a client-first approach. Provide examples of how you've prioritised client needs in your previous roles, and explain how you plan to maintain this focus in your work as a paraplanner.
How to prepare for a job interview at Fram Search
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in the IFA or wealth management environment. Be prepared to discuss how your qualifications align with the firm's needs and how they can benefit from your expertise.
✨Demonstrate Technical Knowledge
Familiarise yourself with key areas such as cashflow modelling, inheritance tax, and investment strategies like VCTs and EIS. Even if you don't have extensive experience in these areas, showing a willingness to learn and discuss them can impress the interviewer.
✨Prepare for Client Interaction
Since the role involves attending client meetings, practice articulating your thoughts clearly and logically. Think about how you would explain complex financial concepts to clients in an understandable way, showcasing your client-first approach.
✨Emphasise Collaboration Skills
The position requires working closely with an adviser, so be ready to discuss your experience in collaborative environments. Share examples of how you've successfully worked with others to achieve common goals, particularly in a financial planning context.
