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- Tasks: Support advisers by conducting research and writing reports.
- Company: Join a reputable financial services firm near Southampton.
- Benefits: Enjoy hybrid working options and free onsite parking.
- Why this job: Be part of a dynamic team making a real impact in financial advice.
- Qualifications: Experience in financial services and a Level 4 Diploma or nearing completion required.
- Other info: Refer a friend and earn £200 if they secure a role!
The predicted salary is between 28000 - 36000 £ per year.
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Recruiter Managing This Role
A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Southampton.
You will be supporting 3 advisers and working alongside another paraplanner. The role requires the ability to undertake research, write suitability reports, liaise with product providers, and communicate with clients when needed.
- The office is in an easily accessible location with free onsite parking.
- Hybrid working: 1 or 2 days a week.
- Salary: £35,000 – £45,000 depending on experience and qualifications.
Requirements to be considered for this paraplanner position:
- Previous experience in a similar role within an IFA, Wealth Management, or financial services firm.
- Level 4 Diploma or nearing completion.
- Ability to prioritize and manage workload effectively.
- Strong background and knowledge in holistic advice.
Next steps:
Apply today to be considered for this Paraplanner role. You can also refer a friend or colleague, and receive £200 if we assist them in securing a new career.
Keywords: Adviser support, paraplanner, paraplanning, para planner, para planning, report writer, report writing, Financial associate.
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Created on 22/06/2025 by TN, United Kingdom.
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Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as paraplanners or advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in paraplanning. Being proficient in these can set you apart from other candidates and show your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience with holistic advice during interviews. Be ready to provide examples of how you've successfully supported advisers and clients in previous roles.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and the specific challenges they face, so you can tailor your responses and demonstrate how you can contribute to their success.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in paraplanning or related roles within financial services. Emphasise your Level 4 Diploma and any relevant qualifications to stand out.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Paraplanner role. Mention your ability to support advisers, conduct research, and write suitability reports, showcasing your understanding of holistic advice.
Highlight Relevant Skills: In your application, clearly outline your skills in managing workloads, liaising with product providers, and communicating effectively with clients. Use specific examples to demonstrate these abilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience in paraplanning or related roles. Highlight specific examples of how you've supported advisers, conducted research, and written suitability reports.
✨Demonstrate Your Knowledge
Make sure you have a solid understanding of holistic advice and the financial services industry. Be ready to answer questions about current trends and regulations that may affect the role.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the company and the role, and it can help you determine if it's the right fit for you.
✨Emphasise Your Communication Skills
Since the role involves liaising with clients and product providers, be sure to highlight your communication skills. Provide examples of how you've effectively communicated complex information in the past.
