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For Companies At a Glance
- Tasks: Support Financial Planners with client servicing and technical queries.
- Company: Join a respected financial planning firm with a loyal client base.
- Benefits: Enjoy hybrid working, competitive salary, and support for Chartered status.
- Why this job: Gain real client exposure and professional growth in a collaborative environment.
- Qualifications: Minimum 2 years' experience and a Diploma in Financial Planning required.
- Other info: Opportunity for long-term progression and development.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We are hiring for our client, a highly respected financial planning firm, who are seeking an experienced Paraplanner to join their growing team. This is a brilliant opportunity for a technically skilled professional who wants to work alongside Financial Planners to deliver bespoke advice and strategic planning support to a loyal and growing client base.
This Paraplanner role offers variety, real client-facing exposure, and strong professional development pathways within a high-quality financial planning environment.
Top 3 Things to Know About this Job
- Work closely with Financial Planners and attend client meetings
- Strong technical focus across cashflow forecasting, research, and report writing
- Hybrid flexibility, professional growth, and Chartered support
The Role
- Support Financial Planners with all aspects of client servicing, planning, and review
- Attend client meetings and assist with technical queries
- Gather and maintain client data, including accurate compliance and documentation
- Prepare draft net worth statements, cash flow forecasts, and financial plans
- Conduct product research, platform analysis, and technical due diligence
- Write clear, accurate, and compliant suitability reports
- Liaise with providers and client advisers (legal/tax) as needed
- Support implementation of recommendations and assist in annual reviews
- Stay up to date with regulatory and market changes
- Participate in internal investment committee meetings and team collaboration
The Person
- Minimum 2 years\’ experience in a Paraplanner role
- Diploma in Financial Planning (Level 4) – essential
- Strong technical knowledge of financial planning products and platforms
- Proficient in Microsoft Office and financial planning software (e.g. Voyant, Intelliflo)
- Analytical, detail-oriented, and confident with complex financial data
- Excellent communicator with strong written and interpersonal skills
- Able to manage own workload, prioritise effectively, and work independently
- Desire to achieve Chartered status and ongoing CPD compliance
The Rewards
- Competitive salary (based on experience)
- Support with Chartered status and exam funding
- Hybrid working structure available
- Strong internal support team and collaborative culture
- Long-term progression and development opportunities
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Paraplanner employer: Hunter Savage
Contact Detail:
Hunter Savage Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or webinars where you can meet Financial Planners and other Paraplanners. Building these connections can give you insights into the role and potentially lead to job referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools, especially those mentioned in the job description like Voyant and Intelliflo. Being proficient in these platforms will not only boost your confidence but also make you a more attractive candidate.
✨Tip Number 3
Stay updated on regulatory changes and market trends in financial planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your commitment to the profession.
✨Tip Number 4
Prepare for client-facing scenarios by practising your communication skills. Role-play potential client meetings with a friend or mentor to enhance your ability to articulate complex financial concepts clearly and confidently.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your technical skills in cashflow forecasting, report writing, and client servicing. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to support Financial Planners. Mention your relevant qualifications, such as your Diploma in Financial Planning, and how they align with the role.
Showcase Technical Skills: In your application, emphasise your proficiency in financial planning software like Voyant or Intelliflo. Provide examples of how you've used these tools to enhance client outcomes or streamline processes.
Highlight Communication Abilities: Since the role involves client-facing interactions, illustrate your strong written and interpersonal skills. Share instances where you effectively communicated complex financial information to clients or colleagues.
How to prepare for a job interview at Hunter Savage
✨Showcase Your Technical Skills
As a Paraplanner, your technical expertise is crucial. Be prepared to discuss your experience with cashflow forecasting, report writing, and financial planning software like Voyant or Intelliflo. Highlight specific examples where you've successfully applied these skills in previous roles.
✨Demonstrate Client-Facing Experience
Since this role involves attending client meetings, it's important to convey your experience in client interactions. Share instances where you've effectively communicated complex financial concepts to clients, showcasing your interpersonal skills and ability to build relationships.
✨Stay Updated on Industry Changes
The financial planning landscape is constantly evolving. Make sure to mention any recent regulatory changes or market trends you've been following. This shows your commitment to ongoing professional development and your proactive approach to staying informed.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle real-life scenarios. Prepare to discuss how you would approach specific client situations or technical queries, demonstrating your analytical skills and attention to detail.
