Paraplanner

Paraplanner

Birmingham Full-Time 24000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare client files, build cash flow models, and craft financial recommendations.
  • Company: Join a rapidly growing financial services firm focused on exceptional client service.
  • Benefits: Enjoy flexible working, 28 days holiday, birthday off, and competitive bonuses.
  • Why this job: Be part of a forward-thinking team with opportunities for career growth and development.
  • Qualifications: Strong knowledge in financial planning, report writing, and commitment to staying updated.
  • Other info: Refer a friend and earn £200 if they secure a job through us!

The predicted salary is between 24000 - 40000 £ per year.

1 week ago Be among the first 25 applicants

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Direct message the job poster from Heat Recruitment

Executive Consultant – Wealth Management/Financial Planning

Paraplanner – Birmingham – Up to £40,000

Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!

We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients.

Key Responsibilities

  • Preparing and maintaining client files and reviews.
  • Building cash flow models.
  • Crafting recommendations and suitability reports.
  • Identifying areas for financial planning.
  • Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Knowledge

  • In-depth understanding of the financial planning process.
  • Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
  • Exceptional suitability report writing skills.
  • Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.

Benefits

  • Flexible home working arrangements.
  • 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
  • Birthday day off (after probation).
  • Sick pay: 5 weeks full pay, 8 weeks half pay.
  • Income protection for up to 5 years.
  • Pirkx online discounts and cashback, plus 24-hour access to a GP.
  • 4x salary death in service.
  • 5% matched pension contributions.
  • Access to Academy for long-term career progression.
  • Competitive bonus scheme.

If you’re an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we’d love to hear from you.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

  • Industries

    Staffing and Recruiting

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Paraplanner employer: Heat Recruitment

Join a rapidly growing financial services firm in Birmingham that prioritises flexibility, career progression, and a competitive benefits package. As a Paraplanner, you will thrive in a supportive work culture that values exceptional client service and compliance, while enjoying unique perks such as a birthday day off, extensive sick pay, and access to an Academy for long-term career development.
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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 industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends and opportunities.

Tip Number 2

Familiarise yourself with the specific tools and software commonly used in paraplanning, such as cash flow modelling software. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.

Tip Number 3

Stay updated on the latest changes in financial regulations and products. This knowledge will not only help you in your role but also show potential employers that you are proactive and committed to your professional development.

Tip Number 4

Prepare for your interview by practising how to articulate your experience in preparing suitability reports and conducting independent research. Be ready to discuss specific examples of how you've contributed to client financial planning in previous roles.

We think you need these skills to ace Paraplanner

Financial Planning Knowledge
Technical Knowledge of Pensions and Investments
Tax Planning Expertise
IHT Planning Skills
Protection Product Knowledge
Suitability Report Writing
Cash Flow Modelling
Research Skills
Client File Management
Compliance Awareness
Attention to Detail
Communication Skills
Collaboration with Financial Planners
Adaptability to Legislative Changes

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Paraplanner. Familiarise yourself with the financial planning process and the specific skills mentioned in the job description.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your technical knowledge in pensions, investments, and report writing, as these are crucial for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to client service. Use specific examples from your past experience to demonstrate how you can contribute to the company's mission.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.

How to prepare for a job interview at Heat Recruitment

Know Your Financial Products

Make sure you have a solid understanding of various financial products, including pensions, investments, and tax planning. This knowledge will help you answer technical questions confidently and demonstrate your expertise.

Prepare Suitability Reports

Practice writing suitability reports before the interview. Being able to articulate how you would craft recommendations for clients will showcase your skills and understanding of the paraplanning process.

Research the Company

Familiarise yourself with the financial services firm’s mission and values. Understanding their approach to client service and compliance will allow you to tailor your answers and show that you’re a good fit for their culture.

Showcase Your Soft Skills

While technical knowledge is crucial, don’t forget to highlight your communication and collaboration skills. As a Paraplanner, you’ll need to work closely with Financial Planners, so demonstrating your ability to work in a team is key.

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