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For Companies At a Glance
- Tasks: Support the technical department and deliver outstanding client outcomes.
- Company: Dynamic national IFA business with a growing footprint.
- Benefits: 25 days holiday, matched pension, annual bonus, and private medical insurance.
- Other info: Opportunities for training, development, and community volunteering.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: 2 years paraplanning experience; ideally level 4 qualified.
The predicted salary is between 30000 - 40000 £ per year.
We're looking for an exceptional and experienced Paraplanner to join our client's dynamic and rapidly expanding national IFA business.
The Company
Founded in Worcester but with a growing national footprint, our client designs and builds financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs.
The Requirements
You’ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you’ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office-based role in Worcester.
The Role
To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to:
- Preparing review packs for client meetings.
- Writing client reports and recommendations letters.
- Preparing advice packs and application/nomination forms.
- Submitting Requests for Information to providers.
- Keying amendments and adjustments to policies and new applications.
- Cashflow planning.
- Research, using available various tools.
- Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint).
To be successful in this role you'll:
- Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning.
- Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered.
- Possess an understanding of relevant regulation and legislation.
- Have an understanding of investment, retirement and protection products and attitude to risk.
- Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure.
- Be articulate in terms of both industry language, tools and software systems.
- Share our belief in independence and the primacy of the client.
- Have experience working with Microsoft Word, Excel and Outlook.
- Demonstrate ongoing commitment to your own development.
The Reward
We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That's why all our people receive:
- 25 days paid holiday plus birthday and bank holidays.
- Matched pension contribution up to 4% earnings with Royal London.
- Annual discretionary bonus.
- £50k Critical Illness Cover.
- 4 x Death in Service.
- Private medical Insurance.
- Additional support for training and development with costs of further qualifications covered by the business.
- Carbon footprint off-setting.
- Two paid volunteering days per annum supported as part of our community support programme.
Paraplanner employer: Headturner Search
Contact Detail:
Headturner Search 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 industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend having a few examples ready that showcase your skills and experience. Remember, confidence is key, so believe in yourself and let your passion for paraplanning shine through!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal and memorable.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing enthusiastic candidates who are keen to join our team!
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 relevant experience, especially in technical report writing and financial services. We want to see how your skills align with our client's needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the role and the financial industry. Let us know why you’re the perfect fit for our dynamic team and how you can contribute to outstanding client outcomes.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, make sure to demonstrate this skill. Whether it's through your writing or the way you present your information, we want to see that you care about accuracy and quality.
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 updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Headturner Search
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around investment, retirement, and protection products. Being able to speak confidently about these topics will show that you're serious about the role and understand the industry.
✨Showcase Your Skills
Prepare examples of your previous paraplanning experience, particularly in report writing and technical support. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight how you've contributed to client outcomes in the past.
✨Be a Team Player
Since this role requires collaboration, be ready to discuss how you work within a team. Share instances where you've gone the extra mile for colleagues or clients, demonstrating your commitment to teamwork and community values.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s approach to client care and their growth plans. This not only shows your interest in the role but also helps you gauge if the company aligns with your own values and career aspirations.