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 top-notch wellness package.
- Other info: Great opportunities for growth into senior roles and mentoring junior team members.
- 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 of 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 for a confidential conversation about this opportunity.
Paraplanner 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. Experience a rewarding career as a Paraplanner, managing diverse financial planning cases while benefiting from a market-leading wellness package.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role requires strong analytical skills and attention to detail, be ready to discuss your experience with pensions, investments, and cashflow modelling. Show them you’re the expert they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Paraplanner job. Plus, it’s a great way to show your commitment to joining a modern and supportive organisation like ours.
We think you need these skills to ace Paraplanner
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 and any relevant qualifications, like your Diploma in Regulated Financial Planning. We want to see how you fit into our modern and supportive culture!
Showcase Your Technical Skills:Since this role is all about managing complex financial planning cases, don’t forget to mention your technical knowledge in areas like pensions and investments. If you've used tools like Voyant or Intelliflo, let us know! We love seeing candidates who are confident with these systems.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points for key achievements and responsibilities to make it easy for us to read. Remember, attention to detail is crucial in this role, so show us you’ve got it right from the start!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive, which we really appreciate!
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 roles 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.
✨Be Collaborative
This role emphasises a supportive and collaborative culture, so be prepared to talk about how you've worked with advisers and mentored junior team members. Share instances where teamwork led to successful outcomes in client cases.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company’s approach to professional development or how they support their paraplanners in managing complex cases. This shows your genuine interest in the role and the organisation.
