Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: As a Paraplanner, you'll analyse client portfolios and support advisers with technical advice.
- Company: Join a friendly, established financial practice in Derby that values teamwork and professionalism.
- Benefits: Enjoy hybrid working, team social events, and a supportive work environment.
- Why this job: This role offers hands-on experience in finance, a collaborative culture, and opportunities for personal growth.
- Qualifications: You need prior experience in an IFA practice, strong analytical skills, and proficiency in Microsoft Office.
- Other info: Work part-time, 3 days a week, balancing home and office life.
The predicted salary is between 36000 - 60000 £ per year.
We are currently looking for a Paraplanner to join our clients, a well-established practice in Derby. The role is available on a hybrid part time basis, working 3 days a week between home and office.
Our clients are a friendly professional practice who offer financial advice on a range of products.
The successful Paraplanner will be offered:
To be considered for the Paraplanner role you must have:
Responsibilities for the role of Paraplanner:
Paraplanner - Derby employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Derby
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or Advisers. Attend local events or join online forums to connect with others in the field, as they may have insights or even job leads that could help you land this role.
✨Tip Number 2
Familiarise yourself with the specific financial products and regulations relevant to the role. This will not only boost your confidence but also demonstrate your commitment and knowledge during any interviews or discussions with potential employers.
✨Tip Number 3
Prepare for the interview by practising common questions related to paraplanning and financial analysis. Be ready to discuss your previous experience in an IFA practice and how it has equipped you with the skills needed for this position.
✨Tip Number 4
Showcase your IT skills, particularly in Microsoft Word, Excel, and Outlook, during the interview. You might be asked to demonstrate your proficiency, so consider preparing examples of how you've used these tools effectively in your past roles.
We think you need these skills to ace Paraplanner - Derby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in an IFA practice. Emphasise your organisational skills, attention to detail, and any relevant financial qualifications or training.
Craft a Compelling Cover Letter: Write a cover letter that showcases your effective communication skills. Mention specific examples of how you've met targets and deadlines in previous roles, and express your enthusiasm for the Paraplanner position.
Highlight Technical Skills: In your application, clearly outline your proficiency in Microsoft Word, Excel, and Outlook. Provide examples of how you've used these tools in your previous work to support advisers or prepare reports.
Showcase Analytical Abilities: Demonstrate your strong analytical and numerical skills by including examples of calculations you've completed, such as income tax or cashflow modelling. This will show your capability to handle the responsibilities of the role.
How to prepare for a job interview at GCB
✨Showcase Your Experience
Make sure to highlight your previous experience working within an IFA practice. Be prepared to discuss specific examples of how you've contributed to the success of your team and the impact of your work on client portfolios.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, provide examples of how you've successfully managed complex calculations or reports, ensuring accuracy and compliance with regulations.
✨Communicate Effectively
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might be asked to explain technical concepts, so be ready to simplify complex information for different audiences.
✨Prepare for Technical Questions
Expect questions related to financial products and calculations, such as income tax or cashflow modelling. Brush up on these topics beforehand and be ready to demonstrate your analytical skills and knowledge during the interview.
