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For Companies At a Glance
- Tasks: Prepare detailed financial reports and support advisers with research and analysis.
- Company: Reputable Independent Financial Adviser firm in Worcestershire.
- Benefits: Salary up to £42,000, early finish every Friday, and career development opportunities.
- Why this job: Join a supportive team and enjoy a better work-life balance while developing your skills.
- Qualifications: Previous paraplanning experience and strong technical knowledge preferred.
- Other info: Ideal for those seeking stability and structure in their career.
The predicted salary is between 35000 - 40000 £ per year.
An established and highly regarded Independent Financial Adviser firm in Worcestershire is looking to recruit an experienced Paraplanner to join their supportive, professional team. This is a fully office-based role, ideal for a Paraplanner who enjoys working closely with advisers, values structure and collaboration, and wants to be part of a stable firm that recognises and rewards quality work including an early finish every Friday.
The Role
You will play a central role in the financial planning process, producing detailed, compliant recommendations and supporting advisers with technical research and analysis.
Key Responsibilities
- Preparing suitability reports across pensions, investments, protection, and retirement planning
- Conducting product, fund, and platform research
- Working closely with advisers to shape client recommendations
- Ensuring all work meets FCA and compliance requirements
- Supporting cases from pre-meeting research through to post-meeting recommendations
About You
- Previous paraplanning experience within an IFA environment
- Strong technical knowledge and attention to detail
- Diploma qualified or working towards (preferred)
- Confident producing clear, accurate, and client-friendly reports
- Comfortable in a fully office-based role
What's On Offer
- Salary up to £42,000
- Fully office-based role in Worcestershire
- Early finish every Friday
- Supportive, professional working environment
- Long-term career development within a respected IFA firm
This role is ideal for a Paraplanner seeking stability, structure, and a better work-life balance while continuing to develop technically.
Paraplanner in Redditch employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Redditch
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work as Paraplanners or in IFA firms. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance requirements. We recommend practising common interview questions related to paraplanning and having examples ready that showcase your attention to detail and report-writing skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’re all about making the application process smooth and straightforward, so don’t miss out on the chance to join a supportive team in Worcestershire.
We think you need these skills to ace Paraplanner in Redditch
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications, like your Diploma, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our supportive team and how your technical knowledge can contribute to our financial planning process. Keep it clear and client-friendly!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, provide examples of how you've ensured compliance and accuracy in your previous roles. This will help us see your commitment to quality work.
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 don’t miss out on any important updates about the role!
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 specific products and platforms you've worked with, as this will show your expertise and confidence in the field.
✨Tailor Your Examples
Prepare examples from your previous paraplanning experience that highlight your attention to detail and compliance with FCA regulations. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewers to see your impact.
✨Show Your Collaborative Spirit
Since the role involves working closely with advisers, be prepared to discuss how you’ve successfully collaborated in the past. Share instances where your teamwork led to better client outcomes or improved processes, demonstrating that you value structure and collaboration.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to professional development or how they support their paraplanners in staying updated with industry changes. This shows you’re serious about your career growth.
