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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, 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
Familiarise yourself with the specific financial products and services that the firm offers. Understanding their approach to wealth management will help you demonstrate your alignment with their values during any discussions.
✨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 company culture and expectations, which can be invaluable in your conversations.
✨Tip Number 3
Prepare to discuss recent trends in financial planning and how they might impact the firm's clients. Showing that you are up-to-date with industry developments will highlight your commitment to the role.
✨Tip Number 4
Be ready to showcase your technical skills, particularly in report writing and financial analysis. Consider bringing examples of your previous work to illustrate your capabilities and attention to detail.
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, such as any progress towards the Diploma in Financial Planning, and showcase your knowledge of pensions, investments, and financial planning principles.
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 service and how your collaborative approach aligns with their team dynamics. Be specific about why you want to work for this particular firm in Nottingham.
Highlight Technical Skills: In your application, be sure to mention your experience with technical research, report writing, and cashflow modelling. Provide examples of how you've successfully supported advisory teams in the past, demonstrating your attention to detail and compliance with standards.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a role in paraplanning. Consider asking a friend or colleague to review it as well.
How to prepare for a job interview at Fram Search
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial 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 nature of the role, attention to detail is key. During the interview, mention instances where your meticulousness has positively impacted your work, such as preparing suitability reports or conducting financial analysis.
✨Highlight Collaborative Experiences
This firm values a collaborative approach, so share examples of how you've successfully worked with advisers and administrators in the past. Discuss how teamwork has led to improved client service and outcomes.
✨Express Your Commitment to Professional Development
Since the firm prioritises long-term relationships and employee wellbeing, convey your dedication to ongoing learning. Mention any qualifications you are pursuing, like the Diploma in Financial Planning, and how they align with the firm's values.
