At a Glance
- Tasks: Support financial advisers by conducting research and preparing tailored suitability reports.
- Company: Established financial planning firm with a collaborative team culture.
- Benefits: Competitive salary, hybrid working, generous leave, and professional development opportunities.
- Other info: Modern office with gym access and excellent career growth potential.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in paraplanning and strong technical knowledge of financial products.
We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing, helping ensure clients receive tailored and compliant advice.
Working as part of a collaborative team, you will manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes.
Key Responsibilities Include:
- Conducting provider and product research, fund performance analysis and cashflow modelling.
- Preparing bespoke and compliant suitability reports tailored to client needs.
- Analysing Fact Finds and Know Your Client (KYC) documentation to identify suitable recommendations.
- Supporting advisers with technical research and evidence-based recommendations.
- Managing complex cases and resolving technical queries.
- Maintaining your own workflow and meeting agreed deadlines and service standards.
- Communicating effectively with clients, providers and colleagues.
- Collaborating with the wider team to ensure a consistent and high-quality client experience.
- Ensuring all work is completed in line with regulatory and compliance requirements.
The Candidate
The ideal candidate will have previous paraplanning experience within a financial planning environment and be confident producing high-quality suitability reports. You will also have:
- Strong technical knowledge of pensions, investments and retirement planning.
- Experience with fund performance analysis, risk profiling and cashflow modelling.
- Excellent report-writing skills and attention to detail.
- The ability to interpret client information and produce suitable recommendations.
- Strong organisational skills with the ability to manage multiple priorities.
- A client-focused approach and excellent communication skills.
- Proficiency in Microsoft Word, Excel, Outlook and Teams.
- Experience with financial planning software and platforms (Curo experience advantageous).
Qualifications
Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.
The Package
- £35,000 - £41,200 salary
- Hybrid working (up to 2 days from home following probation period)
- 33 days annual leave including bank holidays, increasing with service
- 10% non-contributory pension scheme
- Optional salary sacrifice pension contributions
- Life assurance (4x salary)
- Professional development and career progression opportunities
- Work anniversary reward scheme
- Free on-site parking
- Modern office environment with indoor and outdoor breakout areas
- Access to an on-site gym
Paraplanner in Blaby employer: Modus Talent
Join a well-established financial planning firm in Leicester as a Paraplanner, where you will thrive in a hybrid working environment that promotes collaboration and excellence. With a competitive salary and an excellent benefits package including a non-contributory pension scheme, professional development opportunities, and a modern office with on-site amenities, this role offers a fulfilling career path for those passionate about delivering high-quality financial solutions. Experience a supportive work culture that values your growth and contributions while ensuring clients receive tailored advice.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Blaby
✨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 asking for introductions. 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
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and cashflow modelling. We recommend practising common interview questions with a friend or even in front of the mirror to nail your delivery.
✨Tip Number 3
Showcase your report-writing skills! Bring along examples of your suitability reports to interviews. This will demonstrate your attention to detail and ability to produce high-quality work, which is crucial for a paraplanner. We believe this can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our growing team. Let’s make it happen!
We think you need these skills to ace Paraplanner in Blaby
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, especially your skills in report writing and client communication. We want to see how you can bring value to our team!
Showcase Your Technical Skills:Don’t forget to mention your technical knowledge of pensions, investments, and cashflow modelling. We’re looking for someone who can hit the ground running, so let us know how your skills align with the job requirements.
Be Clear and Concise:When writing your suitability reports or any application documents, clarity is key. We appreciate attention to detail, so make sure your writing is easy to read and free of jargon. This will show us you can communicate effectively with clients and colleagues.
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 the role. Plus, it’s super easy to do!
How to prepare for a job interview at Modus Talent
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and retirement planning. Be ready to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Tailor Your Reports
Prepare to showcase your report-writing skills by bringing a sample of a suitability report you've created. Highlight how you tailored it to meet client needs and ensure compliance with regulations.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage multiple priorities and deadlines. Share specific strategies or tools you use to keep your workflow organised and efficient.
✨Communicate Effectively
Practice articulating complex financial concepts in a clear and concise manner. Remember, effective communication is key in this role, so be ready to demonstrate your ability to explain technical information to clients and colleagues alike.
