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- Tasks: Conduct research, write reports, and support Advisers in delivering top-notch financial solutions.
- Company: Dynamic financial services firm with a focus on teamwork and client success.
- Benefits: Competitive salary up to £45,000, hybrid work model, and career development opportunities.
- Why this job: Make a real impact in financial planning while growing your skills in a supportive environment.
- Qualifications: Diploma (Level 4) qualified or working towards it, with strong financial knowledge.
- Other info: Join a collaborative team where your contributions truly matter.
The predicted salary is between 36000 - 54000 £ per year.
We are looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing; you will play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients.
What you’ll be doing:
- Conduct fund/provider research, cashflow modelling, and product comparisons
- Write detailed reports and build suitability recommendations
- Provide technical support to Advisers and Sales Support
- Review work from Paraplanning Administrators and ensure compliance standards are met
- Help improve processes to drive efficiency across the team
What we’re looking for:
- Diploma (Level 4) qualified or working towards it
- Strong knowledge of financial planning processes and core financial products
- Excellent attention to detail and ability to challenge recommendations
- Confident working independently and as part of a team
- Strong organisational and interpersonal skills
This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports, while developing their career within a supportive team.
Paraplanner in England employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience in fund research and cashflow modelling. Share specific examples of how you've challenged recommendations and improved processes in your previous roles.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss financial products and planning processes in detail. This will not only show your expertise but also your commitment to delivering the best outcomes for clients.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and straightforward. Plus, it gives us a chance to see your enthusiasm for joining our supportive team as a Paraplanner.
We think you need these skills to ace Paraplanner in England
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. We want to see how your skills align with the role, so don’t hold back on showcasing your technical support and analytical abilities!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, include examples in your application that demonstrate your ability to review work and ensure compliance. We love candidates who can challenge recommendations and improve processes!
Highlight Your Qualifications: If you’ve got a Diploma (Level 4) or are working towards it, make sure to mention it! We’re looking for someone with strong knowledge of financial planning processes, so let us know how your qualifications make you a great fit.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out on the chance to join our supportive team!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your financial planning processes and core products. Being able to discuss these confidently will show that you're not just a report writer but someone who understands the bigger picture.
✨Showcase Your Analytical Skills
Prepare to discuss how you've conducted fund research or cashflow modelling in the past. Bring examples of how you've challenged recommendations and contributed to better outcomes for clients.
✨Attention to Detail is Key
Since this role requires a keen eye for detail, be ready to demonstrate your meticulousness. You might even want to bring a sample report you've worked on to highlight your ability to ensure compliance standards are met.
✨Team Player with Independence
While you'll need to show you can work independently, don't forget to highlight your teamwork skills. Share experiences where you've collaborated with advisers or supported your team to improve processes.
