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For Companies At a Glance
- Tasks: Prepare investment reports and support financial consultants with research and client communication.
- Company: Join a dynamic financial services firm dedicated to providing high-quality advice to clients.
- Benefits: Enjoy a fully remote role with flexible working hours and a supportive team environment.
- Why this job: Be part of a company that values your input and fosters strong relationships in the finance sector.
- Qualifications: Diploma-qualified or working towards Level 4 in Financial Planning; confident in complex financial situations.
- Other info: This is a full-time contract role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
- Preparing clear, thorough investment reports for new and existing clients.
- Putting together pre-investment packs to support financial consultants’ recommendations.
- Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
- Working closely with administrators to provide technical support when needed.
- Building and maintaining strong relationships with investment and insurance providers.
- Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
- Diploma-qualified (or working towards Level 4 in Financial Planning).
- Confident with complex financial planning – including vulnerable client situations.
- A solid understanding of investment products, pensions, and protection solutions.
- Comfortable balancing technical detail with client-friendly communication.
This is a full-time role on a contract basis, fully remote, with offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input.
Qualified Paraplanner - Fully Remote employer: HW People
Contact Detail:
HW People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Fully Remote
✨Tip Number 1
Network with professionals in the financial services industry. Join relevant online forums or LinkedIn groups where you can connect with current Paraplanners and financial advisers. Engaging in discussions can provide insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment products. Subscribe to industry newsletters or follow influential figures on social media to stay updated. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with complex financial planning scenarios, especially those involving vulnerable clients. Think of specific examples where you've successfully navigated these situations, as this will showcase your expertise and understanding of the role's challenges.
✨Tip Number 4
Research the company’s values and recent projects. Understanding their approach to client relationships and compliance with FCA Conduct Rules will allow you to tailor your conversations during interviews, showing that you align with their mission and culture.
We think you need these skills to ace Qualified Paraplanner - Fully Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your skills in preparing investment reports and your understanding of financial products. Use specific examples that demonstrate your attention to detail and ability to communicate complex information clearly.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how your qualifications align with the role. Mention your Diploma qualification or progress towards Level 4 in Financial Planning, and emphasise your experience with vulnerable clients and technical support.
Showcase Relevant Experience: When detailing your work history, focus on roles where you’ve prepared pre-investment packs or conducted market research. Highlight any experience working closely with advisers and administrators, as well as your ability to maintain strong relationships with providers.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that your documents are clear and professional, reflecting the high-quality advice you aim to provide in your future role.
How to prepare for a job interview at HW People
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of investment products, pensions, and protection solutions. Be prepared to discuss specific examples from your experience that demonstrate your expertise in these areas.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, highlight instances where your meticulous nature has led to successful outcomes, especially in preparing investment reports or pre-investment packs.
✨Communicate Clearly and Confidently
Since the role requires balancing technical detail with client-friendly communication, practice explaining complex financial concepts in simple terms. This will show your ability to connect with clients and colleagues alike.
✨Prepare Questions About the Company
Research the financial services firm and prepare thoughtful questions about their approach to client advice and how they align with FCA Conduct Rules. This demonstrates your genuine interest in the company and the role.
