At a Glance
- Tasks: Produce detailed financial reports and support advisers with client needs.
- Company: A growing financial planning firm with a supportive team culture.
- Benefits: Hybrid working, up to 30 days annual leave, and professional development funding.
- Other info: Clear progression opportunities towards an Adviser role.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial advice and strong report-writing skills.
The predicted salary is between 28800 - 48000 £ per year.
A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives. This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
- Produce comprehensive, compliant financial planning reports for advisers to present to clients
- Conduct technical research on products, providers, and planning solutions
- Support advisers with client reviews, queries, and ongoing servicing requirements
- Act as a point of contact for day-to-day client and adviser support queries
- Prepare client review packs and obtain illustrations as required
- Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
- Previous experience within a Financial Advice / Wealth Management firm
- Strong paraplanning and report-writing experience is essential
- Diploma in Financial Planning (or working towards) is desirable, though not essential.
- Highly organised with the ability to manage and prioritise workloads effectively
- High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
- Hybrid Working Available
- Support and funding for professional industry qualifications
- Up to 30 days annual leave with holiday purchase (plus bank holidays)
- Exam Support
- Life assurance and pension scheme
- Clear progression opportunities, including the option to progress into an Adviser role
Paraplanner employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work as advisers or in paraplanning roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss recent changes in financial planning legislation and how they impact clients. We want you to impress with your expertise!
✨Tip Number 3
Showcase your report-writing skills! Bring samples of your previous work to interviews or create a mock report based on a hypothetical client scenario. This will demonstrate your attention to detail and ability to produce high-quality documentation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. 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 passionate about the role and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. A well-structured application reflects your ability to produce accurate reports, which is exactly what we need!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key responsibilities of a Paraplanner and be ready to discuss how your experience aligns with producing compliant financial reports and conducting technical research.
✨Showcase Your Skills
Prepare examples that highlight your paraplanning and report-writing experience. Be ready to explain how you've supported advisers in the past and how your attention to detail has helped produce accurate documentation.
✨Ask Smart Questions
Demonstrate your interest in the role by asking insightful questions about the firm's approach to client servicing and how they keep up with industry developments. This shows you're proactive and genuinely interested in contributing to their success.
✨Be Organised
Since the role requires managing workloads effectively, come prepared with a plan for how you prioritise tasks. You might even want to share a brief example of a time when your organisational skills made a difference in your previous roles.
