At a Glance
- Tasks: Support financial advisers by conducting research and writing 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.
The predicted salary is between 24000 - 30000 £ per year.
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’ll 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 (4× 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 Whetstone employer: Modus Talent
Join a well-established financial planning firm in Leicester as a Paraplanner, where you will thrive in a collaborative and supportive work culture. Enjoy a competitive salary alongside an excellent benefits package, including hybrid working options, generous annual leave, and professional development opportunities that foster your career growth. With a modern office environment and access to on-site amenities, this role offers a fulfilling and rewarding experience for those passionate about delivering high-quality financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Whetstone
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Modus Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Whetstone
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Modus Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Modus Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Modus Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Modus Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Modus Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Modus Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
