At a Glance
- Tasks: Prepare compliant financial reports and conduct detailed product research.
- Company: Established financial advice firm with over 30 years of experience.
- Benefits: Flexible part-time hours and competitive remuneration.
- Other info: Opportunity to grow with a reputable firm that values integrity.
- Why this job: Join a supportive team and maintain work-life balance while making an impact.
- Qualifications: Experience in paraplanning and strong knowledge of financial products.
The predicted salary is between 30000 - 40000 € per year.
Greenfields Financial Management Ltd is an established, independent financial advice firm with over 30 years of experience delivering trusted, client-focused advice. As our business continues to grow, we are seeking an experienced Part-Time Paraplanner to join our team and help maintain the high professional standards our clients expect.
The Role
Working closely with advisers and our back-office team, you will play a key role in delivering compliant, high-quality financial planning support. This is a flexible, part-time position – ideal for an experienced paraplanner seeking work‑life balance without compromising on professional challenge.
Key Responsibilities
- Prepare clear, compliant suitability reports across pensions, investments, protection, and retirement planning.
- Conduct detailed product research and fund analysis aligned with client objectives and risk profiles.
- Ensure all documentation meets FCA, provider, and internal compliance standards.
- Support advisers with pre- and post-meeting preparation.
- Liaise with providers, platforms, and internal teams as required.
About You
- Proven experience in a paraplanning role within a regulated financial advice firm.
- Strong technical knowledge of pensions, investments, and retirement planning.
- Excellent attention to detail and understanding of FCA compliance requirements.
- Confident using CRM and financial planning systems, maintaining high standards of record-keeping.
- Professional, reliable, and able to work independently.
- Experience using cash‑flow modelling software such as Voyant or FinCalc is highly desirable.
What We Offer
- Flexible part‑time hours.
- Supportive, professional team environment.
- Opportunity to work with an established and growing firm.
- Competitive remuneration based on experience.
If you are an experienced paraplanner looking to join a reputable firm that values quality, integrity, and flexibility, we would love to hear from you.
Paraplanner employer: Greenfields Financial Management Ltd.
Greenfields Financial Management is an excellent employer, offering a supportive and professional team environment in the picturesque setting of Lytchett Matravers, Dorset. With flexible part-time hours and competitive remuneration, we prioritise work-life balance while providing opportunities for personal and professional growth within our established firm. Join us to be part of a dedicated team that values quality, integrity, and client-focused advice.
Contact Detail:
Greenfields Financial Management Ltd. Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Network Like a Pro
Get out there and connect with people in the financial advice industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of hearing about job openings before they’re advertised!
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've prepared suitability reports or conducted product research. This will show them you’ve got the experience they’re looking for.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to highlight how your skills align with their needs. For Greenfields Financial Management, emphasise your understanding of FCA compliance and your ability to work independently.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Greenfields.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in paraplanning and showcases your technical knowledge of pensions, investments, and retirement planning. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at Greenfields Financial Management. Share specific examples of your past work that demonstrate your attention to detail and compliance knowledge.
Showcase Your Compliance Knowledge:Since compliance is key in our industry, make sure to mention your understanding of FCA standards and any relevant experience you have. We appreciate candidates who can navigate these requirements smoothly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important details about the role!
How to prepare for a job interview at Greenfields Financial Management Ltd.
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and retirement planning. Be ready to discuss specific products and compliance standards, as this will show that you’re not just familiar with the basics but can also dive deep into the details.
✨Prepare Your Examples
Think of specific examples from your past experience where you’ve successfully prepared suitability reports or conducted product research. This will help you demonstrate your skills and how they align with what Greenfields Financial Management is looking for.
✨Show Your Attention to Detail
Since attention to detail is crucial in this role, be prepared to discuss how you ensure compliance with FCA standards in your work. You might even want to bring along a sample report (with sensitive info redacted) to showcase your meticulousness.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client relationships or how they support their paraplanners in maintaining high professional standards. This shows you’re genuinely interested in being part of their team.
