At a Glance
- Tasks: Support Financial Planners with research, analysis, and client documentation.
- Company: Respected Chartered Financial Planning firm in Liverpool with a collaborative culture.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and private medical insurance.
- Other info: Enjoy excellent career development and a modern office environment.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: Diploma-qualified Paraplanner with experience in technical financial planning.
The predicted salary is between 40000 - 50000 £ per year.
A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases.
The Role
Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients.
Key responsibilities include:
- Conducting research and analysis to support client recommendations
- Preparing suitability reports and financial planning documentation
- Producing cashflow modelling and financial analysis
- Researching pensions, investments, protection, and other financial planning products
- Liaising with providers and third parties to obtain information and progress cases
- Supporting advisers with client meeting preparation and follow-up actions
- Managing and monitoring annual client reviews
- Ensuring all work is completed in line with regulatory and compliance standards
- Maintaining accurate client records and workflow management systems
Benefits
- Competitive salary
- 25 days holiday plus bank holidays
- Birthday off
- Hybrid working after probation
- Private Medical Insurance
- 10x Death in Service
- 5% Pension Contribution
- Cycle to Work Scheme
- Modern office environment
- Chartered firm status and recognised Top 100 IFA business
If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information.
Paraplanner — Hybrid Role with Technical Financial Planning employer: Integro Partners
Join a highly respected Chartered Financial Planning firm in Liverpool, where you will thrive in a collaborative and client-focused environment. With a commitment to employee growth, competitive salaries, and excellent benefits including hybrid working options, this firm offers a modern office atmosphere and the opportunity to work on high-quality advice cases that make a real difference in clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner — Hybrid Role with Technical Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers. Remember, showcasing your technical knowledge is key!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that might just be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates. So, get clicking and let’s land that job together!
We think you need these skills to ace Paraplanner — Hybrid Role with Technical Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical financial planning expertise and any relevant qualifications, like your Diploma, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our collaborative environment. Keep it concise but engaging!
Showcase Your Technical Skills:Since this role involves a lot of technical support, don’t forget to mention your experience with research, analysis, and preparing suitability reports. We want to see how you can help us deliver top-notch advice to our clients.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss specific products like pensions and investments, as well as your experience with cashflow modelling. This will show that you're not just a qualified Paraplanner, but someone who truly understands the intricacies of the role.
✨Showcase Your Collaboration Skills
Since this role involves working closely with Financial Planners, it's crucial to demonstrate your ability to collaborate effectively. Think of examples where you've worked in a team to deliver client-focused solutions. Highlighting your communication skills will help you stand out as a team player.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. Prepare by thinking through how you would handle various situations, such as managing client reviews or liaising with third parties. This will help you articulate your thought process and problem-solving abilities.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Knowing their reputation in the industry and their approach to client service can give you an edge. Tailor your responses to align with their ethos, showing that you’re not just a fit for the role, but also for the company.
