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- Tasks: Conduct in-depth research on pensions and investments while producing detailed client reports.
- Company: Reputable financial planning firm with a focus on growth and innovation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunity for career advancement in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and familiarity with relevant tools like Intelligent Office.
The predicted salary is between 35000 - 45000 £ per year.
We’re partnering with a highly regarded financial planning firm looking to add a technically strong Paraplanner to their growing team.
- Carrying out in-depth research across pensions, investments, and wider planning areas.
- Producing high-quality, client-focused suitability reports (far beyond basic cases).
- Supporting advisers with tax calculations and more complex planning scenarios.
- Playing an active role in the full advice process — from analysis through to recommendation.
- Experience using tools such as Intelligent Office, FE Analytics, and ideally Genovo.
Paraplanner (Pensions Management) employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management)
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector, especially those who work with pensions. Attend industry events or webinars to make connections and learn about potential job openings.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience with tools like Intelligent Office and FE Analytics. Make sure they know you're not just technically strong but also passionate about delivering high-quality, client-focused reports.
✨Tip Number 3
Prepare for interviews by brushing up on complex planning scenarios. Be ready to discuss how you've tackled tax calculations or produced suitability reports in the past. This will show that you’re not just a candidate, but the right fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Paraplanner role. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace Paraplanner (Pensions Management)
Some tips for your application 🫡
Show Off Your Research Skills: When applying, make sure to highlight your experience with in-depth research across pensions and investments. We want to see how you can dig deep and provide valuable insights that go beyond the basics.
Quality Over Quantity: Focus on producing high-quality suitability reports in your application. We’re looking for examples that demonstrate your ability to create client-focused documents that really stand out.
Get Technical: Mention your experience with tools like Intelligent Office, FE Analytics, and Genovo. We love seeing candidates who are comfortable with technology and can leverage these tools to enhance their work.
Be Part of the Process: Let us know how you’ve played an active role in the full advice process before. We’re keen to see how you’ve contributed from analysis through to recommendation, so share those experiences!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning. Familiarise yourself with the tools mentioned in the job description, like Intelligent Office and FE Analytics. Being able to discuss these confidently will show that you're technically strong and ready to hit the ground running.
✨Showcase Your Reports
Prepare to discuss examples of high-quality suitability reports you've produced in the past. Highlight how you tailored them to meet client needs and went beyond basic cases. This will demonstrate your ability to produce client-focused work and your understanding of complex planning scenarios.
✨Be Ready for Technical Questions
Expect questions that dive deep into tax calculations and complex planning scenarios. Brush up on relevant regulations and be prepared to explain your thought process when tackling these challenges. This will show that you can support advisers effectively throughout the advice process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to financial planning or their team dynamics. This not only shows your interest in the role but also gives you a chance to assess if the company is the right fit for you.