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For Companies At a Glance
- Tasks: Prepare detailed reports and provide technical support to advisers in financial planning.
- Company: Established financial planning firm in Bournemouth with a collaborative team.
- Benefits: Salary up to £38,000, discretionary bonus, health cash plan, and pension contribution.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong report writing skills required.
- Other info: Opportunities for hybrid work and career growth in a supportive environment.
The predicted salary is between 32000 - 40000 £ per year.
An established financial planning firm based in Bournemouth is looking to appoint an experienced Paraplanner to join its paraplanning team. The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support. The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner.
The Role
- Preparation of full suitability reports across pensions and investments
- Technical support to advisers on complex advice cases
- End-to-end case management from instruction through to completion
- Liaison with advisers and internal teams to ensure timely and accurate delivery
What They’re Looking For
- Proven experience working as a Paraplanner within a financial planning firm
- Ability to manage cases independently with minimal supervision
- Strong technical knowledge and high-quality report writing skills
- Diploma qualifications are not essential; relevant experience and competence are key
Package
- Salary up to £38,000, dependent on experience
- Discretionary bonus
- 5% employer pension contribution
- Health cash plan
- Additional benefits to be confirmed
Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch; we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Paraplanner in Bournemouth employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Since this role involves complex advice cases, be ready to discuss your experience with pensions and investments. We want you to shine and show them you’re the right fit!
✨Tip Number 3
Don’t forget to showcase your report-writing skills! Bring along samples of your work or be prepared to talk about how you’ve tackled report writing in the past. This is key for a Paraplanner, and we want to see you stand out!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, if this role isn’t quite right for you, we’ve got loads of other opportunities in the financial planning sector that might just be your perfect match.
We think you need these skills to ace Paraplanner in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially with pensions and investments, and showcase your report-writing skills. We want to see how you can support our advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ability to manage cases independently and your strong technical knowledge. Let us know what makes you tick!
Showcase Relevant Experience: When filling out your application, be sure to emphasise any relevant experience you have as a Paraplanner. We’re looking for someone who can hit the ground running, so don’t hold back on sharing your achievements!
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and retirement planning. Be ready to discuss complex advice cases you've handled in the past, as this will show your expertise and confidence.
✨Showcase Your Report Writing Skills
Since high-quality report writing is key for this role, prepare a few examples of reports you've written before. You might even want to bring a sample to the interview to demonstrate your skills and attention to detail.
✨Be Ready for Case Management Questions
Expect questions about how you manage cases from start to finish. Think of specific examples where you’ve successfully managed a case independently, highlighting your organisational skills and ability to work with minimal supervision.
✨Engage with the Team
As the role involves liaising with advisers and internal teams, be prepared to discuss how you collaborate with others. Show enthusiasm for teamwork and how you can contribute to a positive office environment.
