At a Glance
- Tasks: Manage client cases and support advisers with financial planning analysis and report writing.
- Company: A modern financial services business offering high-quality paraplanning services.
- Benefits: Flexible working hours, hybrid model, and genuine career progression opportunities.
- Other info: Collaborative culture with exposure to diverse financial planning areas.
- Why this job: Join a supportive team and work on complex financial planning cases that make a difference.
- Qualifications: Diploma in Regulated Financial Planning and strong analytical skills required.
The predicted salary is between 35000 - 45000 £ per year.
Working Pattern: 3 Days Office / 2 Days Remote
Full-Time | Flexible Working
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. 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.
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
This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases.
Responsibilities include:
- Managing client cases from fact-find analysis through to suitability report completion
- Drafting detailed suitability reports across a range of financial advice areas
- Working within Intelliflo CRM to manage and track client cases
- Ensuring files meet compliance and regulatory standards
- Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell
Qualifications:
- Diploma in Regulated Financial Planning (essential)
- Experience working within an independent financial advice environment (preferred)
- Strong technical knowledge across pensions, investments, and retirement planning
- Confidence managing complex financial planning cases
Additional Information:
- 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
Paraplanner (Pensions Management) in Birmingham employer: My Key Recruitment
Join a dynamic and innovative financial services firm that prioritises employee development and offers a flexible working environment, allowing you to balance office and remote work seamlessly. With a strong focus on career progression and a collaborative culture, this is an excellent opportunity for a Paraplanner to thrive while managing diverse and complex financial planning cases. Enjoy the benefits of working in a supportive team that values your expertise and encourages professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves complex financial planning, make sure you can confidently discuss pensions, investments, and compliance standards. We recommend practising common interview questions with a friend or mentor.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to share examples of how you've managed client cases or tackled complex financial scenarios. This will demonstrate your ability to handle the responsibilities of a Paraplanner effectively.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our supportive team.
We think you need these skills to ace Paraplanner (Pensions Management) in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in pensions management and any relevant qualifications, like your Diploma in Regulated Financial Planning. We want to see how your skills match what we're looking for!
Showcase Your Analytical Skills:Since this role requires strong analytical skills, don’t shy away from showcasing examples where you've successfully managed complex financial planning cases. We love seeing how you’ve tackled challenges in the past!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our supportive culture. We’re all about collaboration, so let that enthusiasm come through!
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own channels!
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 and retirement planning. Be ready to discuss specific cases you've worked on and how you approached them. This will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills during the interview. You might be asked to solve a hypothetical case or analyse a financial scenario. Practise breaking down complex information into manageable parts, as this is key for a Paraplanner role.
✨Familiarise Yourself with Tools
Since the role involves using Intelliflo CRM and various financial platforms, it’s a good idea to get acquainted with these tools if you haven’t already. Mentioning your experience with similar software can give you an edge and show that you’re ready to hit the ground running.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, career progression opportunities, and the types of cases you’ll be handling. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
