At a Glance
- Tasks: Support financial advisers by preparing client analyses and developing comprehensive financial plans.
- Company: Independent Chartered Financial Advisory firm with a passion for impartial expert advice.
- Benefits: Up to £40,000 salary, 25 days holiday, flexible hours, and full sponsorship for qualifications.
- Other info: Enjoy a supportive environment with excellent training and career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: 3-4 years of Paraplanning experience or progress towards a Diploma with hands-on experience.
The predicted salary is between 35000 - 35000 £ per year.
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. This role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
Specifically you will be responsible for:
- Preparing analysis of client’s existing portfolio
- Provision of technical support to Advisers
- Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
- Working closely with the Adviser to research and formulate appropriate advice
- Preparation of Recommendation Reports and supplementary documentation
- Adherence to compliance procedures, core values and high standards of client service
- Regular liaison with product providers, account managers and clients
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.
A great salary and working environment is offered along with a great benefits structure as below:
- A full-time position
- Up-to £40,000 gross per annum (depending upon experience level)
- 25 days holiday entitlement + bank holidays
- Annual pay review with performance linked pay increases
- 9-5.30pm, access to flexible working hours when required, and remote working possible
- Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Company social events
Paraplanner - Hybrid / Remote employer: Lime Professional Services
Join a dynamic and passionate Independent Chartered Financial Advisory firm in Newcastle, where your expertise as a Paraplanner will be valued and nurtured. With a strong commitment to employee growth, we offer comprehensive training programmes, flexible working arrangements, and a supportive work culture that prioritises both professional development and work-life balance. Enjoy competitive salaries, generous holiday entitlements, and the opportunity to make a meaningful impact in clients' financial futures while being part of a collaborative team.
Contact Details:
Lime Professional Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid / Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills in financial planning and paraplanning. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to paraplanning and financial advice. We recommend doing mock interviews with friends or using online resources to boost your confidence before the real deal.
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Paraplanner - Hybrid / Remote
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, report writing, and any relevant qualifications. We want to see how your skills match what we're looking for!
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 team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills:Since the role involves calculations and technical support, make sure to mention any specific software or tools you’re familiar with. We appreciate candidates who can hit the ground running with their technical know-how.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and markets. Be ready to discuss specific calculations like income tax, IHT, and cashflow modelling. This will show that you’re not just familiar with the theory but can apply it practically.
✨Prepare for Scenario Questions
Expect to be asked how you would handle certain client situations or challenges. Think about past experiences where you’ve had to research and formulate advice. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Show Your Team Spirit
Since you'll be working closely with Advisers, highlight your teamwork skills. Share examples of how you've collaborated in the past, especially in a Paraplanning context. This will demonstrate that you can fit into their existing team dynamic.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the firm's approach to client service or how they support ongoing training and development. This shows your genuine interest in the role and the company.
