At a Glance
- Tasks: Manage client cases and support advisers with financial planning analysis and report writing.
- Company: A modern financial services business known for its collaborative culture and technical expertise.
- Benefits: Hybrid working, flexible hours, career progression, and a market-leading wellness package.
- Other info: Opportunity to mentor juniors and grow within a progressive environment.
- Why this job: Join a supportive team and work on complex financial planning cases that make a real difference.
- Qualifications: Diploma in Regulated Financial Planning and 3 years' paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture.
Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment.
The Role
In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including:
- Pensions and retirement planning
- Investment planning
- Protection planning
- Inheritance tax and estate planning
- Pension transfers
- Cashflow modelling
This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases.
Key Responsibilities
- Managing client cases from fact-find analysis through to suitability report completion
- Drafting detailed suitability reports across a range of financial advice areas
- Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo
- Conducting technical research using systems including FE Analytics, Defaqto and Assureweb
- Working within Intelliflo CRM to manage and track client cases
- Ensuring files meet compliance and regulatory standards
- Liaising with advisers and administrators to ensure smooth case progression
- Supporting and mentoring junior members of the team where appropriate
- Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact and AJ Bell
About You
To be successful in this role, you will have:
- Diploma in Regulated Financial Planning (essential)
- Minimum 3 years’ paraplanning experience
- Experience working within an independent financial advice environment (preferred)
- Strong technical knowledge across pensions, investments and retirement planning
- Confidence managing complex financial planning cases
- Excellent organisational skills and attention to detail
- A proactive and collaborative approach to working with advisers and colleagues
What’s on Offer
- Hybrid working – 3 days in the office / 2 days remote
- Flexible working hours
- Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader)
- Exposure to complex and varied financial planning cases
- A supportive and collaborative working culture
- A modern business that values technical excellence without unnecessary hierarchy
- Market-leading wellness package
How To Apply
Apply today by sending a copy of your most recent CV to: michael@mykeyrecruitment.com for a confidential conversation about this opportunity.
Hybrid Paraplanner: Complex Financial Planning in Birmingham employer: My Key Recruitment
Join a dynamic and innovative financial services firm that prioritises employee growth and well-being. With a flexible hybrid working model, a supportive culture, and opportunities for career advancement, this company is dedicated to fostering a collaborative environment where your technical expertise can shine. Enjoy exposure to complex financial planning cases while benefiting from a market-leading wellness package in a modern workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Paraplanner: Complex Financial Planning in Birmingham
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and experience in managing complex cases. We want to see how you can bring value to their team, so don’t hold back!
✨Prepare for the Interview
Do your homework on the company and the role. We recommend practising common interview questions and preparing examples of your past work. This will help you feel more confident and ready to impress!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us can give you an edge, as we’re always looking for passionate candidates who fit our culture. Let’s get you that dream job!
We think you need these skills to ace Hybrid Paraplanner: Complex Financial Planning in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially in areas like pensions and investment planning, to show us you're the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be genuine and let your personality shine through!
Showcase Your Technical Skills:Since this role is technically focused, don’t forget to mention your experience with tools like Voyant or Intelliflo. We want to see that you can handle complex cases with confidence!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at My Key Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and retirement planning. Familiarise yourself with the tools mentioned in the job description, like Voyant and Cashcalc, so you can confidently discuss how you've used them in past roles.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning experience that highlight your analytical skills and attention to detail. Be ready to discuss complex cases you've managed and how you ensured compliance and regulatory standards were met.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. This could be about their approach to mentoring junior team members or how they handle case progression. It shows you're genuinely interested in the role and the company culture.
✨Demonstrate Collaboration
Since the role involves liaising with advisers and administrators, be prepared to talk about how you work collaboratively. Share examples of how you've supported colleagues in the past and how you approach teamwork in a financial services environment.
