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- Tasks: Create top-notch reports and support financial advisers in a remote-first role.
- Company: Join a national Independent Financial Advisory firm with a supportive culture.
- Benefits: Earn up to £55,000, enjoy remote work, and receive professional development support.
- Why this job: Gain flexibility and autonomy while making a real impact in the financial sector.
- Qualifications: Chartered or Part-Chartered with experience in paraplanning and a detail-oriented mindset.
- Other info: Collaborative team environment with opportunities for growth and quarterly meet-ups.
The predicted salary is between 43000 - 62000 £ per year.
A national Independent Financial Advisory firm with offices across the UK is seeking a technically strong and self-sufficient Paraplanner to join their growing team. This is a remote-first role, with the successful candidate assigned to a North East office for quarterly in-person meetings.
Key Responsibilities:
- Produce high-quality, compliant suitability reports across pensions, investments, and protection
- Conduct technical research and analysis to support Financial Advisers
- Collaborate with advisers and administrators to ensure smooth client journeys
- Maintain accurate records using Intelligent Office (IO)
- Contribute to the delivery of advice for HNW clients across the firm
About You:
- Chartered or Part-Chartered
- Proven experience in a paraplanning role within an IFA environment
- Highly technical, detail-oriented, and confident working independently
- Comfortable with remote working and occasional travel for team meetings
- Friendly, adaptable, and eager to contribute to a collaborative team
What's on Offer:
- Salary up to £55,000 (negotiable based on experience and qualifications)
- Fully remote working with quarterly office visits
- Supportive team culture and structured development opportunities
- Standard benefits package including pension, holiday allowance, and CPD support
If you're a skilled paraplanner looking for flexibility, autonomy, and the chance to work with a respected national firm, we'd love to hear from you.
Chartered Paraplanner (Remote) in Nottingham employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Paraplanner (Remote) in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Chartered Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine during those online chats, so practice common interview questions and be ready to showcase your technical skills and experience.
✨Tip Number 3
Showcase your expertise! During interviews, be sure to discuss specific projects or reports you've worked on that demonstrate your paraplanning skills. This will help you stand out as a detail-oriented candidate who knows their stuff.
✨Tip Number 4
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 are proactive about their job search and eager to join our supportive team culture.
We think you need these skills to ace Chartered Paraplanner (Remote) in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Paraplanner role. Highlight your technical expertise and any relevant paraplanning experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share your passion for financial advice and how you can contribute to our collaborative culture.
Showcase Your Technical Skills: Since we’re looking for someone technically strong, don’t shy away from detailing your experience with suitability reports and research. The more specific you are, the better we’ll understand your capabilities!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
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 protection. Be ready to discuss how you've produced high-quality suitability reports in the past, as this will show your expertise and confidence in the role.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles that highlight your ability to work independently and collaboratively. Think about times when you’ve conducted technical research or supported advisers, as these stories will resonate well with the interviewers.
✨Embrace Remote Work
Since this is a remote-first position, be prepared to discuss how you manage your time and stay organised while working from home. Share any tools or strategies you use to maintain productivity and communication with your team.
✨Be Friendly and Adaptable
The firm values a collaborative team culture, so don’t forget to showcase your friendly and adaptable nature. Prepare to discuss how you’ve contributed to team dynamics in the past and how you can bring that same energy to their team.
