At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing detailed financial reports.
- Company: Join a growing, highly regarded Financial Planning business with a collaborative culture.
- Benefits: Enjoy a salary up to £50,000, hybrid working, and long-term career development.
- Other info: Proactive individuals with strong organisational skills will thrive in this role.
- Why this job: Make a real impact in financial planning while working in a supportive environment.
- Qualifications: 2+ years as a Paraplanner and Level 4 Diploma in Financial Planning or equivalent.
The predicted salary is between 31500 - 38500 £ per year.
An excellent opportunity has arisen for an experienced Paraplanner to join a growing and highly regarded Financial Planning business. Working as part of a professional and collaborative team, you will provide technical support to Financial Advisers, helping to deliver high-quality financial planning solutions to a broad client base. This role offers hybrid working, long-term career development and the opportunity to work within a supportive environment where technical expertise and attention to detail are genuinely valued.
Key Responsibilities
- Conduct technical research across pensions, investments, protection and wider financial planning solutions.
- Prepare accurate, compliant and detailed suitability reports.
- Support Financial Advisers with technical case preparation and recommendations.
- Maintain accurate client records, risk profiles and compliance documentation.
- Respond to adviser and client queries in a professional and timely manner.
- Ensure all work complies with FCA regulations and internal compliance standards.
- Keep up to date with regulatory developments and changes within the financial planning sector.
- Work closely with advisers and administrators to achieve positive client outcomes.
Requirements
- Minimum of 2 years' experience as a Paraplanner within an IFA or Financial Planning environment.
- Level 4 Diploma in Financial Planning (or equivalent), or actively working towards completion.
- Experience preparing detailed and compliant suitability reports.
- Strong technical knowledge of pensions, investments, retirement planning, taxation and financial services regulation.
- Excellent written and verbal communication skills.
- Strong organisational skills with exceptional attention to detail.
- Proficiency in Microsoft Office, including Word, Excel and Outlook.
What's on Offer?
- Salary up to £50,000 depending on experience.
- Hybrid working arrangement.
- Full-time permanent position.
- Supportive, professional and collaborative working environment.
- Opportunity to join a successful and expanding Financial Planning business.
- Long-term career development and progression opportunities.
About You
You will be a technically strong and experienced Paraplanner who can manage your own workload while producing high-quality financial planning reports. You'll enjoy working closely with advisers, supporting complex client cases and contributing to excellent service delivery. A proactive approach, strong organisational skills and a commitment to professional standards are essential.
Interested? Apply today online or contact Jonathan at iGo Recruitment for a confidential discussion. Call: 01908 041443
Paraplanner employer: iGo Recruitment
As a Functional Assessor Nurse, you will join a supportive and dynamic team that prioritises your professional growth and well-being. With a competitive salary, comprehensive benefits, and the flexibility of hybrid home-based working, we ensure that our employees have the resources and training needed to excel in their roles. Our commitment to continuous development and a positive work culture makes us an exceptional employer for healthcare professionals seeking meaningful and rewarding careers.
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 iGo Recruitment. 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 iGo Recruitment.
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 iGo Recruitment'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 iGo Recruitment
✨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 iGo Recruitment.
✨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 iGo Recruitment 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 iGo Recruitment 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.
