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For Companies At a Glance
- Tasks: Support Financial Advisers by preparing financial reports and conducting research.
- Company: Leading Independent Financial Adviser firm with a strong reputation.
- Benefits: Fully remote work, competitive salary, flexible hours, and excellent pension plan.
- Why this job: Join a dynamic team and grow your career in a supportive environment.
- Qualifications: 3 years' Paraplanning experience and Level 4 financial planning qualification required.
- Other info: Exciting opportunities for professional development as the company expands.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are working with a leading Independent Financial Adviser (IFA) firm with a strong reputation for delivering high-quality, client-focused financial planning solutions across the UK. At a time of significant growth and innovation within their business they are looking to expand their team and are looking for a talented and experienced Paraplanner.
This role is pivotal in supporting our Financial Advisers in delivering exceptional advice and service to our clients. Working remotely as part of our collaborative, high-performing team, you will be responsible for preparing high-quality financial planning reports, conducting research, and ensuring compliance with regulatory requirements. This is an excellent opportunity to be part of a dynamic and professional environment with real potential for progression as our company continues to grow.
You’ll be a proactive and detail-oriented professional with a passion for delivering high-quality financial planning support. Comfortable working remotely, you’ll be organised, communicative, and confident collaborating with a wider team virtually.
Essential Requirements:
- Minimum 3 years’ experience in a Paraplanning role within an IFA or financial planning firm.
- Strong understanding of financial products, compliance standards, and industry regulations.
- Excellent written and verbal communication skills.
- Proficiency in financial planning software and Microsoft Office suite.
- Ability to manage multiple tasks and meet deadlines in a remote working environment.
- Hold the Diploma for Financial Advisers (DipFA) or an equivalent Level 4 financial planning qualification
(e.g. CII Diploma in Regulated Financial Planning).
- Experience of working with a variety of platforms and product providers.
In return our client can offer:-
- Fully remote working, full time hours – degree of flexibility with how thats worked.
- An incredibly supportive and collaborative team culture.
- Opportunities for continued professional development and career progression.
- Very competitive salary and benefits package including a very attractive Pension plan.
- The chance to be part of a growing company at an exciting stage in its journey.
Remote Paraplanner employer: One Ten Associates
Contact Detail:
One Ten Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best financial planning reports and research. When you get that interview, having tangible examples of your work can really set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Get comfortable with common interview questions for Paraplanners. Role-play with a friend or use online resources to refine your answers and boost your confidence before the big day.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows us you’re serious about joining our awesome team!
We think you need these skills to ace Remote Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like your DipFA. We want to see how your skills match 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 professional but let your personality come through.
Showcase Your Communication Skills: Since this role involves a lot of written communication, make sure your application is clear and concise. We love candidates who can express their thoughts effectively, so pay attention to your writing style!
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at One Ten Associates
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and compliance standards. The interviewers will likely ask you about your experience in Paraplanning, so be ready to discuss specific cases where you've successfully supported Financial Advisers.
✨Showcase Your Communication Skills
Since this role involves a lot of written reports and virtual collaboration, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've effectively communicated complex financial information to clients or team members in the past.
✨Demonstrate Your Organisational Skills
In a remote working environment, being organised is key. Be prepared to talk about how you manage multiple tasks and meet deadlines. Consider sharing tools or methods you use to stay on top of your workload.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the company and the role. You could inquire about their approach to professional development or how they foster collaboration within their remote team.
