Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by writing reports and conducting detailed research for clients.
- Company: Join a dynamic team at Perspective Financial Group in Chorley.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Experience in financial advice and strong communication skills are essential.
- Other info: Flexible working hours with excellent career growth opportunities.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic vacancy for a Paraplanner to join our Chorley Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Office: Perspective (North West) Limited
Location: Chorley
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Job Requirements
- Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
- Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Job Responsibilities
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
- Birthday Day Off.
Paraplanner in Banks employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Banks
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience in detail. Talk about how you've supported Financial Planners in the past and share examples of your report writing prowess. We want to see your passion for the role!
✨Tip Number 3
Be proactive! If you find a company you're keen on, don’t wait for them to post a job. Reach out directly through our website and express your interest. A friendly email can go a long way in making a great first impression.
✨Tip Number 4
Prepare for interviews like a champ! Research the company and its values, and think about how your skills align with their needs. Practice common interview questions and be ready to showcase your analytical and problem-solving abilities. Confidence is key!
We think you need these skills to ace Paraplanner in Banks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and report writing, as these are key for us. Use specific examples that showcase your skills and how they align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Keep it friendly and professional, and explain why you’re excited about joining our team in Chorley. Mention how your background makes you a great fit for supporting our Financial Planners.
Show Off Your Communication Skills: Since outstanding communication is essential for this role, make sure your application reflects that. Proofread for grammar and spelling, and ensure your writing is clear and concise. We want to see your attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specifics of paraplanning. Familiarise yourself with common financial products and regulations, as well as the company’s approach to client service. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with both clients and Financial Planners. Prepare examples of how you've successfully communicated complex information in the past. Practising clear and concise explanations will demonstrate your ability to convey important details accurately.
✨Demonstrate Your Organisational Skills
Highlight your ability to manage multiple tasks and prioritise workloads. Think of specific instances where you’ve successfully juggled various responsibilities, especially in a team setting. This will reassure the interviewers that you can handle the demands of the role efficiently.
✨Be Friendly and Professional
Since the role requires a friendly and professional attitude, make sure to convey this during your interview. Smile, maintain eye contact, and engage with your interviewers. Showing your personality while remaining professional will help you stand out as a motivated candidate who fits well with the team.
