At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing detailed financial planning reports.
- Company: Join a supportive financial services firm focused on client-centric solutions.
- Benefits: Study support, cycle to work scheme, and opportunities for professional development.
- Other info: Collaborative culture with a focus on continuous learning and career progression.
- Why this job: Shape client recommendations and develop your technical expertise in a dynamic environment.
- Qualifications: 1-2 years of paraplanning experience and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
We are seeking an ambitious and technically competent Paraplanner to support our Financial Advisers in delivering high-quality financial planning advice.
This role is ideal for someone with 1-2 years’ paraplanning experience who wants to develop their technical expertise and play an active role in shaping client recommendations.
The successful candidate will not simply prepare suitability reports and conduct research.
They will be encouraged to challenge assumptions, identify risks and opportunities, and contribute to robust, client-focused advice solutions.
Key Responsibilities
- Conduct detailed research across pensions, investments, protection, tax planning and retirement planning.
- Analyse client circumstances and identify suitable planning opportunities.
- Compare products, providers and platforms using research tools.
- Prepare cashflow modelling and scenario analysis where required.
- Ensure recommendations align with FCA regulations and internal compliance standards.
- Produce high-quality suitability reports and recommendation letters.
- Ensure all documentation is accurate, compliant and delivered within agreed timescales.
- Work closely with advisers throughout the advice process.
- Attend planning meetings and case discussions where appropriate.
- Assist in the development of complex client strategies.
- Challenge planning assumptions where appropriate and review adviser recommendations critically and constructively.
- Maintain detailed file records and audit trails.
- Ensure client files meet regulatory and internal standards.
- Keep up to date with changes in legislation, taxation and FCA requirements.
Skills & Experience
- 1-2 years’ experience in a paraplanning role.
- Good understanding of pensions, investments, protection and taxation.
- Experience using financial planning and research systems.
- Strong report writing and analytical skills.
- Excellent attention to detail.
- Ability to work independently and manage a varied workload.
- Confidence to question recommendations and discuss alternative approaches.
- Strong communication and interpersonal skills.
- Diploma in Regulated Financial Planning (or working towards).
- Experience with cashflow modelling software.
- Knowledge of platform and investment research tools.
- Progression ambitions towards Chartered status.
- Personal Attributes
We are looking for someone who
- Has great critical thinking skills
- Is confident enough to professionally challenge advisers when appropriate.
- Enjoys solving complex technical problems.
- Is commercially aware and client-focused.
- Demonstrates curiosity and a desire to continually develop technical knowledge.
- Works collaboratively while being comfortable expressing an independent viewpoint.
What we offer
- Study support
- Cycle to work scheme
- Supportive culture
- Recognition and development
- #J-18808-Ljbffr
Paraplanner employer: Hunter Gee Holroyd Limited
Hunter Gee Holroyd Limited is an excellent employer located in the vibrant city of York, offering a supportive work culture that values professional growth and development. As a Paraplanner, you will have the opportunity to enhance your technical expertise while working alongside experienced Financial Advisers, ensuring you are well-equipped to make a meaningful impact on client recommendations. With a focus on compliance and quality, the company fosters an environment where ambition is rewarded and employee contributions are recognised.
Contact Details:
Hunter Gee Holroyd Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hunter Gee Holroyd Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hunter Gee Holroyd Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hunter Gee Holroyd Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hunter Gee Holroyd Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hunter Gee Holroyd Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hunter Gee Holroyd Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hunter Gee Holroyd Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
