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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
Familiarise yourself with the latest FCA Conduct Rules and internal policies relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and ethical standards in financial services.
✨Tip Number 2
Network with current paraplanners or financial advisers through LinkedIn or industry events. Engaging with professionals in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Stay updated on market trends and investment products by following financial news and subscribing to relevant publications. Being well-informed will allow you to speak confidently about current issues during interviews and show your passion for the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported financial consultants in the past. Highlighting your experience with complex financial planning and client communication will set you apart from other candidates.
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 your commitment to providing high-quality advice. Mention your qualifications, such as your Diploma or progress towards Level 4, and how they align with the requirements of the role.
Showcase Relevant Experience: When detailing your work history, emphasise any roles where you supported financial consultants or worked closely with clients. Highlight your experience with market research and your ability to maintain strong relationships with providers.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at HW People
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of complex financial planning. Be prepared to discuss specific investment products, pensions, and protection solutions during the interview. Highlight any relevant experience you have in these areas.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle vulnerable client situations. Think of examples from your past experience where you successfully navigated such scenarios, showcasing your empathy and technical skills.
✨Emphasise Attention to Detail
Since the role involves preparing thorough investment reports, be ready to discuss how you ensure accuracy in your work. Mention any tools or processes you use to maintain high standards and avoid errors.
✨Demonstrate Strong Communication Skills
You'll need to balance technical detail with client-friendly communication. Prepare to explain how you tailor your communication style to different audiences, ensuring that complex information is easily understood by clients.
