At a Glance
- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Reputable Independent Financial Planning firm in Hull.
- Benefits: Up to £40,000 salary, bonus scheme, and flexible working hours.
- Other info: Excellent long-term development opportunities in a predominantly remote role.
- Why this job: Join a supportive team and enjoy a strong work-life balance while progressing your career.
- Qualifications: Experience in financial planning and strong report writing skills.
The predicted salary is between 40000 - 40000 £ per year.
NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility.
The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression.
The Role
- Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing.
- Key responsibilities will include:
- Writing high-quality suitability reports across a full range of pensions, investments and estate planning
- Conducting research and analysis to support adviser recommendations
- Preparing client review documentation and recommendation packs
- Liaising with advisers, administrators and providers to progress cases
- Supporting advisers with technical queries and planning strategies
- Ensuring documentation meets compliance and FCA standards
About You
- Previous experience within an IFA / Financial Planning environment
- Strong experience writing suitability reports is essential
- Good technical understanding of financial planning products and advice processes
- Level 4 Diploma not essential, though progression towards qualifications would be advantageous
- Strong attention to detail and written communication skills
- Organised, proactive and able to work independently
What's on Offer
- Salary up to £40,000 DOE
- Bonus scheme
- Predominantly remote / hybrid working
- Flexible working hours
- Excellent long-term development opportunities
Paraplanner in Kingston upon Hull employer: NJR Recruitment
Join a highly regarded Independent Financial Planning firm in Hull, where you will find a supportive work culture that prioritises employee growth and flexibility. With a focus on work-life balance, this role offers predominantly remote working arrangements and excellent long-term development opportunities, making it an ideal environment for those passionate about the technical side of financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kingston upon Hull
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at firms you're interested in. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be writing suitability reports and conducting research, make sure you can discuss these topics confidently. We recommend practising common interview questions related to financial planning.
✨Tip Number 3
Showcase your skills with a portfolio! If you've got examples of past reports or analyses, bring them along to your interviews. This will demonstrate your expertise and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings and can help you connect directly with hiring managers. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Paraplanner in Kingston upon Hull
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in writing suitability reports and any technical skills you have in financial planning. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail:Since attention to detail is key in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning products and advice processes. Be ready to discuss your experience with writing suitability reports and how you've supported advisers in the past.
✨Showcase Your Attention to Detail
Since attention to detail is crucial for a Paraplanner, prepare examples that highlight your meticulousness. Think about times when your thoroughness made a difference in compliance or report quality.
✨Prepare for Technical Questions
Expect questions that dive deep into your understanding of pensions, investments, and estate planning. Practise articulating your thought process when conducting research and analysis to support adviser recommendations.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Share specific strategies you use to stay organised, especially when working independently in a predominantly remote setting.
