At a Glance
- Tasks: Support financial advisers by providing research, analysis, and preparing suitability reports.
- Company: Join a national IFA firm with a strong reputation and offices across the UK.
- Benefits: Enjoy a competitive salary, flexible benefits, pension, and support for further qualifications.
- Why this job: Gain valuable experience in financial planning while working in a supportive and growth-oriented environment.
- Qualifications: Must have paraplanning experience and be CII Level 4 Diploma qualified.
- Other info: Hybrid working model with mentorship and career progression opportunities.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Nottingham office (hybrid working 1-2 days in the office).
Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.
This firm will support you with both technical qualifications (pay for exams and study material and salary increases for each AF passed). They have a thorough induction process and after joining you will have a mentor to ensure you get up and running effectively. Longer term career progression possible in a variety of roles within the firm.
You must have paraplanning experience, be CII Level 4 Diploma qualified and ideally be studying or be keen to study further qualifications.
Basic salary up to £45,000, flex benefits and pension.
Paraplanner - Nottingham - Basic salary to £45,000, flex benefits and pension employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Nottingham - Basic salary to £45,000, flex benefits and pension
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools that are commonly used in the industry. Being proficient in these can give you an edge during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous paraplanning experience. Highlight how you provided value to advisers and clients through your research and analysis, showcasing your problem-solving skills.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, which can help you stand out as a candidate who fits well within their team.
We think you need these skills to ace Paraplanner - Nottingham - Basic salary to £45,000, flex benefits and pension
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, especially the CII Level 4 Diploma. Use specific examples of your work with independent financial advisers and any technical support you've provided.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience in providing holistic financial planning solutions and your commitment to furthering your qualifications. Show how you align with their values and goals.
Highlight Relevant Skills: Emphasise skills that are crucial for the role, such as research and analysis capabilities, cashflow modelling, and report preparation. Provide examples of how you've successfully used these skills in previous roles.
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 essential in the paraplanning profession.
How to prepare for a job interview at MI Search Ltd
✨Showcase Your Paraplanning Experience
Make sure to highlight your previous paraplanning roles and the specific tasks you undertook. Discuss any experience you have with cashflow modelling and preparing suitability reports, as these are key aspects of the job.
✨Demonstrate Your Technical Knowledge
Be prepared to discuss your understanding of financial planning concepts and regulations. Since the firm values technical qualifications, mentioning your CII Level 4 Diploma and any further studies will show your commitment to professional development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and the support they provide for ongoing education. This shows your interest in the role and helps you gauge if the company aligns with your career goals.
✨Emphasise Team Collaboration
Since you'll be working closely with independent financial advisers, share examples of how you've successfully collaborated in the past. Highlighting your ability to work as part of a team will demonstrate that you're a good fit for their culture.