Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as an IFA Paraplanner, focusing on report writing and research for private clients.
- Company: JohnstonGreer is a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary of £32,000 to £38,000 plus exam support and additional benefits.
- Why this job: This role offers a chance to develop your skills in a supportive environment while making a real impact.
- Qualifications: Experience in report writing within an IFA environment is essential.
- Other info: Work closely with financial planners and be part of a dynamic team.
The predicted salary is between 28000 - 38000 £ per year.
Social network you want to login/join with:
Salary and Benefits
£32,000 to £38,000 plus benefits and exam support
Job Role
Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax, and Retirement Planning, focusing on technical report writing and research.
Paraplanning Duties
- Report writing (template driven and bespoke)
- Working closely with the Financial Planner
- Liaising with other team members regarding research and valuations
- Fund and product research
- Ensuring compliance
- Maintaining good client contact
- Utilising platforms and research tools
You should be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
#J-18808-Ljbffr
IFA Paraplanner employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as paraplanners or financial advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in paraplanning.
✨Tip Number 2
Familiarise yourself with the specific tools and platforms commonly used in paraplanning. Being well-versed in these technologies can give you an edge during interviews, showing that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in report writing and compliance during interviews. Be ready to provide examples of how you've successfully supported financial planners in the past, highlighting your attention to detail and ability to work under pressure.
✨Tip Number 4
Research the company culture and values of the financial advisor you're applying to. Tailor your conversations to reflect how your personal values align with theirs, demonstrating that you're not just a fit for the role, but also for the team.
We think you need these skills to ace IFA Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in report writing and your familiarity with the IFA environment. Emphasise any relevant qualifications or training that align with the role of a Paraplanner.
Craft a Strong Cover Letter: In your cover letter, explain why you are passionate about financial advice and how your skills can benefit the company. Mention specific experiences that demonstrate your ability to work closely with Financial Planners and your expertise in compliance.
Showcase Technical Skills: Since the role involves using platforms and research tools, highlight your proficiency with these technologies. Provide examples of how you've used them in previous roles to enhance your report writing and research capabilities.
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 in the financial services sector.
How to prepare for a job interview at JohnstonGreer
✨Know Your Technical Stuff
As an IFA Paraplanner, you'll need to demonstrate your understanding of financial advice areas like investments, protection, tax, and retirement planning. Brush up on these topics and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of your past work. Be ready to explain your process for creating both template-driven and bespoke reports, highlighting your attention to detail and compliance awareness.
✨Familiarise Yourself with Research Tools
The job involves using various platforms and research tools. Make sure you know which tools are commonly used in the industry and be prepared to discuss your experience with them. This will show that you're ready to hit the ground running.
✨Emphasise Team Collaboration
You'll be working closely with financial planners and other team members. Share examples of how you've successfully collaborated in the past, focusing on communication and teamwork skills that contribute to achieving client goals.