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- Tasks: Support financial advisors by preparing client reports and conducting research for financial planning.
- Company: Join a trusted financial planning firm known for integrity and high-quality service.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real difference in clients' financial futures.
- Qualifications: Level 4 Paraplanner with experience in financial services and strong analytical skills.
- Other info: Collaborative environment with experienced advisors and excellent career development opportunities.
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 like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of cash flow modelling and investment strategies. We all know that confidence is key, so practice answering common paraplanner questions to show you’re the right fit for the team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people in our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience in financial services, especially with research for reports and cashflow modelling. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your Level 4 qualification and any relevant experience you have with offshore bonds or investment suitability letters. Let us know why you want to join this team!
Showcase Your Technical Skills: Since the role involves using various software tools, make sure to mention your experience with Intelliflo and FE analytics if you have it. We love seeing candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling, pensions, and investments. Familiarise yourself with the tools mentioned in the job description, like Intelliflo and FE analytics, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your paraplanning experience. Think about times when you’ve successfully supported advisors or produced comprehensive suitability letters. This will help demonstrate your value to the team and show that you understand the role's responsibilities.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client service and how they ensure consistency across their team. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
✨Be Professional Yet Approachable
Since this role involves liaising with clients and technical staff, strike a balance between professionalism and approachability during the interview. Show that you can communicate complex financial concepts clearly and that you’re someone who clients would feel comfortable reaching out to.
