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- 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, a 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: This role offers a modern approach to financial planning in a collaborative environment.
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 firm’s values and culture thoroughly. Understanding their commitment to client and employee wellbeing will help you align your responses during interviews, showcasing that you share similar values.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. This can provide you with insider knowledge about the team dynamics and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss specific examples of your previous paraplanning experience, particularly in areas like pensions and investments. Being able to articulate your technical skills and how they relate to the role will set you apart.
✨Tip Number 4
Familiarise yourself with the latest FCA regulations and compliance standards relevant to the role. Demonstrating your up-to-date knowledge during discussions can show your commitment to maintaining high professional standards.
We think you need these skills to ace Paraplanner - Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and wealth management. Emphasise your qualifications, particularly if you are part-qualified or fully qualified in Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the firm's values and culture. Mention your commitment to client wellbeing and how your skills align with their needs, especially in technical research and report writing.
Showcase Your Technical Skills: In your application, provide examples of your experience with preparing suitability reports, conducting financial analysis, and ensuring compliance with FCA standards. This will demonstrate your capability to support the advisory team effectively.
Highlight Collaborative Experience: Since the role requires liaising with advisers and administrators, include examples of your collaborative work style. Mention any previous roles where teamwork was essential to delivering excellent client service.
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 Spirit
This role requires liaising with advisers and administrators, so it's important to convey your ability to work well in a team. Discuss experiences where you've successfully collaborated with others to achieve a common goal.
✨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.
