At a Glance
- Tasks: Support the advisory team with research and report writing for financial planning.
- Company: Join a client-focused wealth management firm known for its strong values and low staff turnover.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team culture.
- Why this job: Be part of a stable, values-driven team that prioritises your development and wellbeing.
- Qualifications: Previous paraplanning experience and knowledge of financial planning principles required.
- Other info: Opportunity to grow in a modern approach to financial planning.
The predicted salary is between 28800 - 48000 £ per year.
We’re delighted to be supporting a well-established, client-centric wealth management firm based in Nottingham with the recruitment of a Paraplanner to join their high-performing and close-knit team. This firm is known for its strong values-led culture, low staff turnover, and genuine commitment to both client and employee wellbeing. With hybrid working, a collaborative environment, and a modern approach to financial planning, this is a fantastic opportunity for a paraplanner looking to thrive and grow.
The Role
As a Paraplanner, you’ll play a key role in supporting the advisory team with high-quality technical research and report writing, helping to deliver bespoke financial planning solutions for their long-standing client base.
Key responsibilities include:
- Preparing suitability reports across pensions, investments, protection, and estate planning
- Conducting technical research and financial analysis to support holistic advice
- Assisting with cashflow modelling and recommendations
- Ensuring compliance with FCA and internal standards
- Liaising with advisers and administrators to maintain excellent client service
What They’re Looking For
- Previous experience in a paraplanning role within wealth management/IFA
- Part-qualified or fully qualified (e.g., working towards or holding the Diploma in Financial Planning)
- Strong knowledge of pensions, investments, and financial planning principles
- Excellent attention to detail and a collaborative approach
What’s on Offer
- A genuinely supportive team culture
- Competitive salary and benefits package
- A firm that invests in people and prioritises long-term relationships
If you’re looking to be part of a stable, values-driven team where your development is supported and your work is truly valued, we’d love to hear from you.
Paraplanner - Nottingham employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Nottingham
✨Tip Number 1
Research the company culture and values before your interview. Since this firm is known for its strong values-led culture, demonstrating that you align with their principles can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss specific examples of your previous paraplanning experience. Highlighting your technical research skills and report writing abilities will show that you’re ready to contribute effectively to their advisory team.
✨Tip Number 3
Familiarise yourself with the latest trends in financial planning, particularly around pensions and investments. Being able to discuss current market conditions or recent changes in regulations can demonstrate your proactive approach and industry knowledge.
✨Tip Number 4
Network with professionals in the wealth management sector, especially those who work in paraplanning. They may provide insights or even referrals that could enhance your application and increase your chances of landing the job.
We think you need these skills to ace Paraplanner - Nottingham
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as preparing suitability reports and conducting technical research, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in paraplanning or wealth management. Mention specific examples of your work with pensions, investments, and financial planning principles to demonstrate your expertise.
Showcase Your Qualifications: If you are part-qualified or fully qualified in Financial Planning, make sure to highlight this in your application. Include details about any relevant qualifications, such as the Diploma in Financial Planning, to strengthen your candidacy.
Personalise Your Application: Tailor your cover letter to reflect the values and culture of the firm. Mention why you are drawn to their commitment to client and employee wellbeing, and how you can contribute to their supportive team environment.
How to prepare for a job interview at Fram Search
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of pensions, investments, and financial planning principles. Be prepared to discuss specific examples from your previous experience that highlight your technical skills and knowledge.
✨Emphasise Attention to Detail
Given the importance of preparing suitability reports and ensuring compliance, it's crucial to showcase your attention to detail. Share instances where your meticulousness has positively impacted your work or client outcomes.
✨Demonstrate Collaborative Skills
This role requires liaising with advisers and administrators, so it's important to highlight your ability to work well in a team. Discuss how you've successfully collaborated with others in past roles to achieve common goals.
✨Align with Company Values
Research the firm's values and culture before the interview. Be ready to explain how your personal values align with theirs, particularly regarding client and employee wellbeing, as this will show you're a good fit for their team.