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- Tasks: Support advisers in delivering exceptional financial planning services and prepare detailed recommendation reports.
- Company: A wealth management firm focused on tailored financial strategies for clients.
- Benefits: Competitive salary, pension contribution, hybrid working options, and professional development opportunities.
- Why this job: Make a real impact on clients' financial wellbeing while advancing your career.
- Qualifications: Level 4 Diploma qualified or working towards it, with proven paraplanning experience.
- Other info: Join a supportive team culture with opportunities to advance towards Chartered status.
The predicted salary is between 34000 - 42000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As a Paraplanner based in their Southport office, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.
Benefits:
- £40,000 – £50,000
- Hours: 9 to 5pm
- Office based or hybrid for right person
- Pension contribution
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards Chartered status or senior paraplanner roles.
To be considered for this paraplanner position:
- Level 4 Diploma qualified or working towards – CISI/ CII/ LIBF
- Proven paraplanning experience within an advisory or wealth management environment.
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks.
- Strong analytical, organisational, and written communication skills.
- Proficient in using financial planning software and CRM systems (IO)
Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Paraplanner in Southport employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Southport
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they align with your own. Practice common interview questions and think about how your experience as a paraplanner can shine through. We want you to walk in feeling confident and ready to impress!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your analytical and organisational abilities. We love seeing how you’ve tackled challenges in the past, so don’t hold back on sharing your success stories!
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, if this role isn’t quite right for you, we have loads of other opportunities in the financial planning sector. Let’s find the perfect fit together!
We think you need these skills to ace Paraplanner in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Level 4 Diploma and any relevant paraplanning experience 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’re passionate about financial planning and how your background aligns with our values. Keep it concise but impactful!
Showcase Your Technical Skills: We want to see your proficiency in financial planning software and CRM systems. Mention specific tools you’ve used and how they’ve helped you in your previous roles to impress us!
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s quick and easy, and we’ll get your application in front of the right people faster!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially investment and tax planning. Being able to discuss these confidently will show that you understand the core of what a Paraplanner does.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it's crafting detailed reports or ensuring compliance, having specific instances ready will demonstrate your expertise.
✨Familiarise Yourself with Software
Since proficiency in financial planning software and CRM systems is key, make sure you're comfortable discussing any tools you've used. If you have experience with IO, highlight that during the interview.
✨Communicate Clearly
As a Paraplanner, strong written communication is essential. Practice explaining complex financial concepts in simple terms. This will not only help in the interview but also in your future role supporting advisers.
