At a Glance
- Tasks: Create brilliant financial advice and own the end-to-end advice process.
- Company: Fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, tech-driven environment, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to shape processes and mentor junior colleagues.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: Minimum Diploma Qualified with 1+ years in Paraplanning and tech-savvy.
The predicted salary is between 36000 - 60000 £ per year.
My client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. They want to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer‑centric advisers supported by innovative technology, they empower clients to go beyond just making smarter financial decisions to living the lives they dream of.
About the role: They have an opportunity for a brilliant Paraplanner to join their wonderful team. In this business, the Paraplanner is an elevated role compared to much of the industry where, rather than reporting into a financial advisor, you'll form part of the specialist planning team. You will be involved in all areas of financial planning and will be responsible for owning the end‑to‑end advice process, deciding the recommendations and curating the financial plans for clients, whilst helping shape processes and the way they provide advice for years to come. This role will excite those who are passionate about the industry they work in and seek to take on more responsibility within a forward‑thinking firm. They are a planning led firm that leverages technology to empower the planning team to focus on the important areas which need their expertise – creating fantastic advice for clients.
What you’ll be doing:
- Creating brilliant advice for clients
- Being a technical expert on all things financial planning
- Cashflow modelling
- Analysis of clients existing products and investments
- Ownership of individual planning projects requiring technical expertise
- Maintaining the pinnacle of standards of advice for clients
- Designing and refining processes and ways of working
- Working with the tech team to help remove admin and drive efficiency
- Helping to train, support and manage more junior colleagues and admin support
Experience Required:
- Minimum Diploma Qualified
- 1 plus years' experience in a Paraplanning capacity
- Comfortable with technology
- Client centric
Paraplanner employer: Jenson Fisher Consulting Ltd
As a Paraplanner with us, you'll be part of a dynamic financial advice business that values collaboration and innovation. We offer competitive salaries, comprehensive training programmes, and clear pathways for career advancement, all within a supportive work culture that prioritises employee well-being. Located in a vibrant area, our office provides a stimulating environment where you can thrive professionally while enjoying a balanced lifestyle.
Contact Details:
Jenson Fisher Consulting Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream Paraplanner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your financial planning projects and successes. This will help you stand out in interviews and demonstrate your expertise in creating brilliant advice for clients.
✨Tip Number 3
Be proactive! Don’t wait for job postings to come to you. Reach out directly to companies you admire, like our client, and express your interest in joining their team. A little initiative can go a long way!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through us gives you a better chance of landing that Paraplanner position with a forward-thinking firm.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just looking for a job, but that you’re genuinely excited about making a difference in the industry and helping clients achieve their dreams.
Highlight Your Technical Expertise:Make sure to showcase your technical skills and experience in financial planning. We’re looking for someone who can own the end-to-end advice process, so don’t hold back on detailing your knowledge of cashflow modelling and analysis of existing products.
Tailor Your Application to Us:Take the time to customise your application for our company. Mention how you align with our mission to leverage technology for better client outcomes. This shows us that you’ve done your homework and are genuinely interested in being part of our team.
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 exciting opportunity. Plus, it makes the whole process smoother for everyone involved!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss cashflow modelling and the analysis of existing products. The more you can demonstrate your technical expertise, the better!
✨Show Your Passion
This role is all about being passionate about financial advice. Share your enthusiasm for the industry and how you see technology playing a role in enhancing client relationships. Let them know you’re excited about being part of a game-changing team!
✨Be Process-Oriented
Since this company values refining processes, come prepared with examples of how you've improved workflows in previous roles. Discuss any experiences where you’ve helped streamline operations or enhanced efficiency.
✨Team Player Mindset
Highlight your experience in supporting and training junior colleagues. This role involves collaboration, so be ready to talk about how you’ve worked within a team to achieve common goals and how you can contribute to their supportive culture.
