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- Tasks: Prepare financial plans and support advisers in delivering high-quality advice.
- Company: Join a respected and expanding firm in Hove with a collaborative culture.
- Benefits: Competitive salary, full exam funding, and opportunities for progression.
- Why this job: Make a real impact in financial planning while advancing your career.
- Qualifications: CII Level 4 Diploma and strong technical knowledge in financial planning.
- Other info: Hybrid work model with a focus on professional growth and mentorship.
The predicted salary is between 45000 - 50000 £ per year.
Location: Hove, East Sussex
Work type: Hybrid (3 days in office, 2 days working from home)
Salary: Up to £50,000 DOE
Benefits: Full exam funding & support, salary increases with new qualifications
About the Role:
We are seeking an experienced Senior Paraplanner to join our Hove office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial planning process for a growing client base. You will be a trusted technical resource, ensuring the delivery of accurate, compliant, and high-quality advice.
What We Offer:
- Competitive salary up to £50,000 (DOE)
- Full funding and support for further qualifications
- Salary increases to reflect new qualifications
- Opportunities for progression within a respected and expanding firm
- A collaborative and professional team environment
Key Responsibilities:
- Prepare detailed financial plans, suitability reports, and recommendations
- Conduct in-depth research on investments, pensions, tax planning, and protection products
- Use advanced financial planning software to model complex scenarios
- Liaise with advisers to develop tailored strategies for clients
- Ensure compliance with FCA regulations and internal policies
- Maintain accurate and up-to-date client records
- Mentor and support junior team members where required
What We Are Looking For:
- CII Level 4 Diploma; Chartered status desirable
- Strong technical knowledge of financial planning, tax, pensions, and investments
- Excellent analytical and problem-solving skills
- Ability to manage complex cases and work independently
- High attention to detail and strong organisational skills
- Proficiency in financial planning software and Microsoft Office
- Clear and confident communication skills
Why Join Us?
We are committed to your professional growth and will fully support further qualifications. As you progress, your salary will reflect your achievements. This is an opportunity to join a forward-thinking firm where your expertise will make a real impact.
Senior Paraplanner (Hove) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner (Hove)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and practising common questions. We recommend having a few examples ready that showcase your skills and experience, especially those related to financial planning and compliance. Confidence is key, so practice makes perfect!
✨Showcase Your Skills
When you get the chance, demonstrate your technical knowledge and problem-solving abilities during interviews. Use real-life scenarios to illustrate how you’ve tackled complex cases in the past. This will help us see how you can add value to our team!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Senior Paraplanner (Hove)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, compliance, and any relevant qualifications. We want to see how your skills match 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 this role and how you can contribute to our team. Be sure to mention your technical knowledge and any mentoring experience you have.
Showcase Your Skills: In your application, don’t forget to showcase your analytical and problem-solving skills. Give examples of how you've managed complex cases or used financial planning software effectively. We love seeing real-life applications of your expertise!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning, tax, pensions, and investments. Be ready to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Skills
Prepare examples that highlight your analytical and problem-solving skills. Think of complex cases you've managed and how you approached them, as this will demonstrate your ability to handle the responsibilities of a Senior Paraplanner.
✨Familiarise with Compliance
Since compliance is key in this role, be prepared to discuss FCA regulations and internal policies. Showing that you understand these aspects will reassure the interviewers of your capability to deliver accurate and compliant advice.
✨Engage and Ask Questions
Interviews are a two-way street! Prepare thoughtful questions about the team environment and opportunities for progression. This shows your interest in the role and helps you gauge if the company is the right fit for you.
