Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients and financial advisers with tailored financial plans and documentation.
- Company: Join a growing financial planning firm in Birmingham with a collaborative team culture.
- Benefits: Enjoy 23 days holiday, birthday off, pension contributions, and life assurance.
- Why this job: Make a meaningful impact while advancing your career in a supportive environment.
- Qualifications: Prior paraplanning experience and CII Financial Planning Diploma are desirable.
- Other info: Hybrid working model: 3 days in-office, 2 days from home after probation.
The predicted salary is between 30000 - 40000 £ per year.
Paraplanner – Hybrid working Location: Birmingham – Hybrid working (3 days in-office, 2 days from home after probation) Salary: £30,000 – £40,000 Hours: Monday to Friday, 9am – 5pm (1-hour lunch) Benefits: * 23 days holiday (increasing by 1 day per year for the first 3 years) * Birthday off * Pension: 5% employer/3% employee (after 3 months) * Life Assurance: 4x basic salary (after 3 months) About the Role: We are recruiting for an experienced Paraplanner to join a growing financial planning firm based in Birmingham. The role offers a dynamic hybrid working arrangement and the opportunity to work within a supportive and collaborative team. This position is perfect for someone with a strong background in financial planning and paraplanning, looking for career growth in a forward-thinking organization. Key Responsibilities: * Provide professional and friendly client support via phone, email, and in person. * Conduct research and analysis to support financial advisers in delivering tailored financial plans. * Prepare suitability reports, financial plans, and documentation for client recommendations. * Analyse client data, including cash flow modelling and investment research. * Handle complex client investments and liaise with third-party providers. * Ensure compliance standards and maintain accurate records in line with company procedures. Requirements: * Prior paraplanning experience is essential. * Working towards or holding the CII Financial Planning Diploma or Paraplanning Diploma is desirable. * Strong attention to detail, organizational skills, and the ability to handle multiple tasks. * Flexibility and a team-oriented mindset in a fast-paced environment. Why Apply? This role offers a competitive salary, bonus opportunities, study support, and the chance to be part of a growing company. Make a meaningful difference in clients’ lives while advancing your career within a supportive team culture. If you’re a Paraplanner looking for your next opportunity, apply today
Paraplanner employer: Harris Commercial Ltd
Contact Detail:
Harris Commercial Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your prior paraplanning experience during the interview. Be ready to discuss specific examples of how you've supported financial advisers in the past, as this will demonstrate your capability and fit for the role.
✨Tip Number 2
Familiarize yourself with the latest trends in financial planning and paraplanning. Being knowledgeable about current market conditions and regulatory changes can set you apart from other candidates and show your commitment to the field.
✨Tip Number 3
Prepare to discuss your organizational skills and how you manage multiple tasks effectively. Since the role requires handling complex client investments and ensuring compliance, demonstrating your ability to stay organized will be crucial.
✨Tip Number 4
Show your team-oriented mindset by sharing examples of how you've collaborated with colleagues in previous roles. This will resonate well with the company's supportive and collaborative culture, making you a more attractive candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your prior paraplanning experience and any relevant qualifications, such as the CII Financial Planning Diploma. Use specific examples to demonstrate your skills in client support and financial analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work in a team-oriented environment. Mention how your experience aligns with the key responsibilities of the role and express your enthusiasm for contributing to the company's growth.
Highlight Relevant Skills: In your application, emphasize your strong attention to detail, organizational skills, and ability to handle multiple tasks. These are crucial for the Paraplanner role and will help you stand out to the hiring team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential traits for a Paraplanner.
How to prepare for a job interview at Harris Commercial Ltd
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous paraplanning roles in detail. Highlight specific projects or tasks where you provided client support, conducted research, or prepared financial plans. This will demonstrate your expertise and readiness for the role.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, be ready to provide examples of how you've ensured accuracy in your work. Discuss any processes you follow to maintain compliance and how you handle complex client data.
✨Emphasize Team Collaboration
The company values a supportive and collaborative team environment. Share experiences where you successfully worked with colleagues or supported financial advisers. This will show that you can thrive in a team-oriented setting.
✨Prepare Questions About Career Growth
Since this position offers opportunities for career advancement, prepare thoughtful questions about potential growth paths within the company. This shows your interest in long-term commitment and development.
