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- Tasks: Support advisors by preparing client meetings and producing financial planning documents.
- Company: Join a strong independent Chartered Financial Planning firm based in beautiful Devon.
- Benefits: Enjoy flexible working options, half-day Fridays, and a supportive team environment.
- Why this job: Be part of an experienced team that values your growth and offers diverse financial advice opportunities.
- Qualifications: Must have paraplanning experience and be Level 4 qualified or close to it.
- Other info: Opportunity to work towards Chartered status with support from the company.
The predicted salary is between 36000 - 60000 £ per year.
Office based, with some flexibility. Half day Fridays. Strong independent brand. Fram are working with a Chartered Financial Planning firm based in Devon. Due to growth, they are seeking a level 4 paraplanner, or close to, to join their experienced paraplanning team. Our client is looking for someone with paraplanning experience, who is happy to support an advisor on a 1-2-1 basis.
The role is office based but there is flexibility to work from home if required. The working day ends at 4:00 with a half day finish on Fridays. This opportunity would suit an experienced paraplanner who wants to work with a strong independent brand, with experienced advisors who deal with all areas of advice and investment management. The salary range is dependent on experience and qualification level.
Responsibilities will include:
- Working with advisor to collate advice for client
- Preparing for client meetings
- Producing financial planning and investment suitability letters across a range of areas
- Producing comprehensive and clear suitability letters for clients
- Acting as a point of contact to answer client questions
- Assisting with the development of FP review
- Liaising with other technical staff in order to ensure a consistent client experience across the Group
- Using a wide range of software tools, research practices and processes of analysis to create financial plans
An ideal candidate will have paraplanning experience and must be level 4 with CII or close to, and if interested our client will help you work towards Chartered status. Ideally, someone would have experience with Intelligent Office, CashCalc, Genovo and FE Analytics, but not all essential. An interest in later life financial advice/planning would also be useful.
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, especially those who are already working as paraplanners. Attend local finance events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the software tools mentioned in the job description, such as Intelligent Office and CashCalc. Consider taking online courses or tutorials to boost your proficiency, as this will make you a more attractive candidate.
✨Tip Number 3
Research the company’s values and culture to understand what they prioritise in their employees. Tailor your approach during interviews to reflect how your personal values align with theirs, showcasing your enthusiasm for joining their team.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview that demonstrate your interest in the role and the company. Inquire about their approach to client relationships and how they support their paraplanners in achieving Chartered status.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, especially your Level 4 CII status. Emphasise any specific software tools you are familiar with, such as Intelligent Office or CashCalc.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to work with a strong independent brand. Mention your experience supporting advisors and your ability to produce clear suitability letters.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as client communication, financial analysis, and teamwork. Provide examples of how you've successfully collaborated with advisors in the past.
Show Enthusiasm for Continuous Learning: Express your interest in furthering your qualifications towards Chartered status. Mention any relevant courses or training you are considering, particularly in later life financial advice, to demonstrate your commitment to professional development.
How to prepare for a job interview at Fram Search
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous paraplanning roles and the specific tasks you undertook. Discuss how your experience aligns with the responsibilities mentioned in the job description, such as preparing client meetings and producing suitability letters.
✨Familiarise Yourself with Relevant Software
Since the role involves using various software tools like Intelligent Office and CashCalc, it’s beneficial to mention any experience you have with these platforms. If you're not familiar with them, do a bit of research beforehand to show your willingness to learn.
✨Demonstrate Your Client Communication Skills
As a paraplanner, you'll be a point of contact for clients. Prepare examples of how you've effectively communicated complex financial information in the past. This will demonstrate your ability to provide clear and comprehensive support.
✨Express Your Interest in Financial Planning
Given the emphasis on later life financial advice, share your passion for this area. Discuss any relevant experiences or interests that showcase your commitment to helping clients navigate their financial futures.
