Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve financial goals and create easy-to-understand reports.
- Company: Join Optimum Path, an award-winning financial planning firm with a strong reputation.
- Benefits: Enjoy 25 days holiday, medical insurance, study support, and an 8% pension contribution.
- Why this job: Be part of a supportive team that values innovation and honesty while making a real impact.
- Qualifications: Two years of paraplanning experience and relevant financial qualifications are required.
- Other info: Applications are open for 40 days; adjustments can be made for inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
Are you an experienced Paraplanner looking for a full-time role where your expertise will be appreciated and rewarded? Join our close-knit, supportive team and play a key part in delivering exceptional service for our growing financial planning business. We are offering a competitive salary and excellent benefits including study support, 25 days holiday plus bank holidays, 8% pension contribution, medical insurance, free parking and a host of others. We are guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you share our values, please apply, we'd love to hear from you.
What you'll do as a Paraplanner:
- Building and manipulating financial lifetime goals and co-writing suitability reports that include the necessary technical language but are also written in a way that clients understand.
- Client data analysis and recording.
- Product research.
- Co-produce post review ongoing suitability letters.
- Liaising with the administration team to ensure the best outcomes.
What we're looking for:
- At least two years paraplanning experience.
- CII Certificate in Paraplanning or CII level 4 Diploma or equivalent and the desire to pursue further FP qualifications.
- An in-depth understanding of financial planning products and tools.
- A comprehensive understanding of the regulatory framework and the systems and controls that are in place.
- Consistently able to deliver excellent service to customers.
- Takes a problem with solution approach when challenges arise and able to present the adviser with the best options.
Why join us?
Established in 1978, Optimum Path is an award-winning team of highly qualified and extremely experienced financial planners. As one of only a handful of financial planning firms in the UK to be awarded both Chartered and Accredited status, our clients know that they are in the best of hands. As a Paraplanner you'll be an essential part of our success.
How to apply:
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience. Apply now and take the next step in your career with us.
Paraplanner employer: Optimum Path Financial Planning
Contact Detail:
Optimum Path Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning products and tools mentioned in the job description. This will not only help you during the interview but also demonstrate your proactive approach and genuine interest in the role.
✨Tip Number 2
Research our company values and think about how your personal values align with them. Be prepared to discuss examples from your past experience that showcase your ability to act fairly, think innovatively, and challenge respectfully.
✨Tip Number 3
Network with current or former employees of our firm on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview.
✨Tip Number 4
Prepare for potential scenario-based questions that assess your problem-solving skills. Think of specific challenges you've faced in your paraplanning career and how you successfully navigated them, as this will highlight your capability to deliver excellent service.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored specifically for the Paraplanner role. Highlight your paraplanning experience, relevant qualifications like the CII Certificate in Paraplanning, and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's values and how you embody them. Mention your experience in building financial lifetime goals and your ability to communicate complex information clearly.
Showcase Relevant Experience: In your application, emphasise your two years of paraplanning experience and your familiarity with financial planning products and regulatory frameworks. Use specific examples to demonstrate your problem-solving approach.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Optimum Path Financial Planning
✨Understand the Role
Make sure you have a solid grasp of what a Paraplanner does. Familiarise yourself with the key responsibilities mentioned in the job description, such as building financial goals and co-writing suitability reports. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Experience
Prepare to discuss your previous paraplanning experience in detail. Highlight specific examples where you've successfully delivered excellent service or solved complex problems. This will show that you can bring valuable skills to their team.
✨Align with Their Values
Research the company's values and think about how your own values align with theirs. Be ready to discuss how you embody these values in your work, especially around competence, fairness, and innovation. This will help you connect with the interviewers on a personal level.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might ask about their approach to client relationships or how they support ongoing professional development for their staff.
